-34.9%
VST vs WPM
+38.8%
-73.7%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +12.0% | -25.8% | -16.5% |
| 7D | -15.7% | +3.9% | -19.6% | -16.5% |
| 30D | -17.0% | -3.5% | -13.5% | -15.9% |
| 3M | -15.9% | +14.1% | -30.0% | -19.3% |
| 6M | -25.0% | +6.2% | -31.2% | -27.1% |
| YTD | -25.1% | +12.4% | -37.5% | -32.9% |
| 1Y | -34.9% | +40.0% | -74.8% | -48.8% |
| All | -34.9% | +38.8% | -73.7% | -48.8% |
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 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