+1,088.3%
VST vs WPM
+524.7%
+563.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.8% | +3.6% | +1.2% |
| 7D | +19.2% | -0.5% | +19.6% | +19.3% |
| 30D | -17.2% | -3.1% | -14.0% | -16.8% |
| 3M | -8.1% | -2.2% | -6.0% | -8.2% |
| 6M | -8.1% | -7.4% | -0.7% | -7.7% |
| YTD | -16.3% | +12.6% | -28.9% | -18.9% |
| 1Y | -24.1% | +22.8% | -46.9% | -27.5% |
| 3Y | +300.2% | +213.6% | +86.6% | +238.5% |
| 5Y | +645.9% | +211.2% | +434.7% | +524.0% |
| 10Y | +1,152.2% | +733.9% | +418.3% | +926.9% |
| All | +1,088.3% | +524.7% | +563.6% | +839.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling