+3.5%
VRT vs WPM
+33.8%
-30.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -5.1% | +2.0% | -1.2% |
| 7D | -17.7% | +16.4% | -34.0% | -22.7% |
| 30D | -20.0% | -1.5% | -18.5% | -19.2% |
| 3M | -28.1% | +2.6% | -30.6% | -29.3% |
| 6M | -42.8% | -1.3% | -41.5% | -43.4% |
| YTD | +20.0% | +16.8% | +3.2% | +10.5% |
| 1Y | +3.5% | +34.1% | -30.6% | -10.5% |
| All | +3.5% | +33.8% | -30.3% | -10.5% |
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