+123.4%
VRT vs WPM
+53.7%
+69.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.1% | +5.4% | +4.8% |
| 7D | +9.1% | +1.1% | +8.0% | +8.6% |
| 30D | +0.9% | +26.4% | -25.4% | -9.2% |
| 3M | -13.4% | +20.8% | -34.2% | -21.0% |
| 6M | +11.7% | +1.1% | +10.6% | +8.3% |
| YTD | +73.2% | +32.5% | +40.8% | +55.4% |
| 1Y | +123.4% | +51.5% | +71.9% | +95.8% |
| All | +123.4% | +53.7% | +69.7% | +95.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling