+1,024.4%
VRT vs WPM
+261.1%
+763.2%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.1% | +3.6% | +3.6% |
| 7D | +13.6% | +7.0% | +6.6% | +11.2% |
| 30D | +6.8% | +15.7% | -9.0% | +1.3% |
| 3M | -3.2% | +35.2% | -38.4% | -13.2% |
| 6M | +20.3% | +6.1% | +14.3% | +16.2% |
| YTD | +79.6% | +32.6% | +47.0% | +62.5% |
| 1Y | +139.0% | +46.9% | +92.1% | +109.2% |
| 3Y | +644.6% | +276.3% | +368.3% | +385.0% |
| 5Y | +1,024.4% | +260.0% | +764.4% | +521.7% |
| All | +1,024.4% | +261.1% | +763.2% | +521.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling