+67.0%
VSH vs WPM
+261.4%
-194.3%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.4% | +0.4% |
| 7D | +3.5% | +3.9% | -0.3% | +2.6% |
| 30D | -4.4% | +17.7% | -22.1% | -8.3% |
| 3M | -45.8% | +39.4% | -85.2% | -50.1% |
| 6M | +90.1% | +6.4% | +83.7% | +83.8% |
| YTD | +120.3% | +34.0% | +86.3% | +103.4% |
| 1Y | +112.2% | +50.5% | +61.7% | +91.4% |
| 3Y | +36.6% | +280.3% | -243.7% | -2.0% |
| 5Y | +67.0% | +266.3% | -199.3% | +12.2% |
| All | +67.0% | +261.4% | -194.3% | +12.2% |
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