+403.5%
VRT vs WPM
+246.6%
+156.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +5.6% | +4.0% | +7.8% |
| 7D | -10.6% | +20.8% | -31.4% | -16.5% |
| 30D | -17.4% | +3.8% | -21.2% | -18.5% |
| 3M | -26.4% | +7.4% | -33.8% | -28.7% |
| 6M | -41.0% | +4.0% | -45.0% | -42.7% |
| YTD | +23.8% | +23.0% | +0.8% | +14.1% |
| 1Y | +11.6% | +45.9% | -34.3% | -2.1% |
| 3Y | +403.5% | +242.9% | +160.6% | +257.0% |
| All | +403.5% | +246.6% | +156.9% | +257.0% |
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