+35.6%
VSH vs WPM
+279.1%
-243.4%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.1% |
| 7D | +6.2% | +7.0% | -0.8% | +4.4% |
| 30D | -11.1% | +15.7% | -26.9% | -14.5% |
| 3M | -44.9% | +35.2% | -80.1% | -49.2% |
| 6M | +90.0% | +6.1% | +83.9% | +82.2% |
| YTD | +118.8% | +32.6% | +86.2% | +102.3% |
| 1Y | +109.0% | +46.9% | +62.1% | +90.2% |
| 3Y | +35.6% | +276.3% | -240.7% | -1.9% |
| All | +35.6% | +279.1% | -243.4% | -1.9% |
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