+112.0%
VSH vs WPM
+53.7%
+58.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.1% | +5.5% | +4.8% |
| 7D | +4.1% | +1.1% | +3.0% | +3.6% |
| 30D | -4.2% | +26.4% | -30.5% | -11.9% |
| 3M | -50.0% | +20.8% | -70.8% | -53.8% |
| 6M | +80.2% | +1.1% | +79.1% | +70.0% |
| YTD | +121.1% | +32.5% | +88.6% | +96.2% |
| 1Y | +112.0% | +51.5% | +60.5% | +90.5% |
| All | +112.0% | +53.7% | +58.3% | +90.5% |
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