+647.0%
VRT vs WPM
+266.6%
+380.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +5.6% | +4.0% | +7.9% |
| 7D | -10.6% | +20.8% | -31.4% | -16.3% |
| 30D | -17.4% | +3.8% | -21.2% | -18.6% |
| 3M | -26.4% | +7.4% | -33.8% | -28.7% |
| 6M | -41.0% | +4.0% | -45.0% | -42.6% |
| YTD | +23.8% | +23.0% | +0.8% | +14.2% |
| 1Y | +11.6% | +45.9% | -34.3% | -2.0% |
| 3Y | +403.5% | +242.9% | +160.6% | +233.3% |
| 5Y | +647.0% | +259.5% | +387.5% | +364.4% |
| All | +647.0% | +266.6% | +380.5% | +364.4% |
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