+425.8%
VRTX vs WPM
+545.0%
-119.2%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.7% | +2.4% | -0.8% |
| 7D | -7.8% | -3.6% | -4.2% | -7.4% |
| 30D | -2.8% | +12.5% | -15.3% | -4.4% |
| 3M | +18.1% | +40.6% | -22.5% | +12.9% |
| 6M | +3.1% | +0.5% | +2.5% | +2.3% |
| YTD | +13.5% | +29.0% | -15.5% | +9.1% |
| 1Y | +32.4% | +43.8% | -11.4% | +25.2% |
| 3Y | +50.0% | +266.3% | -216.3% | +23.8% |
| 5Y | +172.9% | +255.1% | -82.2% | +123.7% |
| All | +425.8% | +545.0% | -119.2% | +305.8% |
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