+21.9%
VMC vs WPM
+269.6%
-247.7%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.7% | -1.7% |
| 7D | -0.5% | +7.0% | -7.6% | -1.6% |
| 30D | -9.1% | +15.7% | -24.8% | -11.2% |
| 3M | -4.1% | +35.2% | -39.4% | -8.7% |
| 6M | -5.5% | +6.1% | -11.6% | -7.3% |
| YTD | -8.9% | +32.6% | -41.5% | -13.5% |
| 1Y | -12.9% | +46.9% | -59.8% | -18.6% |
| All | +21.9% | +269.6% | -247.7% | -4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded WPM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling