-29.9%
VST vs WPM
+33.8%
-63.7%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -5.1% | +3.0% | -0.8% |
| 7D | -6.0% | +16.4% | -22.4% | -9.6% |
| 30D | -18.8% | -1.5% | -17.3% | -17.9% |
| 3M | -8.0% | +2.6% | -10.6% | -8.6% |
| 6M | -10.9% | -1.3% | -9.6% | -11.6% |
| YTD | -18.3% | +16.8% | -35.1% | -27.1% |
| 1Y | -29.9% | +34.1% | -64.0% | -42.0% |
| All | -29.9% | +33.8% | -63.7% | -42.0% |
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