+2,010.2%
VRT vs WPM
+600.7%
+1,409.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.8% | +4.3% | +2.1% |
| 7D | +18.6% | -0.5% | +19.1% | +18.8% |
| 30D | -11.7% | -3.1% | -8.5% | -11.3% |
| 3M | -27.3% | -2.2% | -25.1% | -27.4% |
| 6M | -42.9% | -7.4% | -35.5% | -42.5% |
| YTD | +29.5% | +12.6% | +16.8% | +25.2% |
| 1Y | +21.0% | +22.8% | -1.8% | +15.1% |
| 3Y | +403.1% | +213.6% | +189.5% | +299.7% |
| 5Y | +688.8% | +211.2% | +477.6% | +507.3% |
| All | +2,010.2% | +600.7% | +1,409.5% | +1,477.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling