+213.7%
VT vs WPM
+566.7%
-353.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.9% | -2.7% | -0.2% |
| 7D | -2.3% | +16.9% | -19.2% | -4.4% |
| 30D | -5.0% | +2.0% | -6.9% | -5.4% |
| 3M | -4.9% | +8.9% | -13.8% | -6.4% |
| 6M | -1.5% | +1.6% | -3.1% | -2.5% |
| YTD | +8.5% | +16.5% | -8.0% | +4.9% |
| 1Y | +11.4% | +42.2% | -30.8% | +4.9% |
| 3Y | +70.1% | +213.3% | -143.2% | +42.7% |
| 5Y | +53.7% | +249.9% | -196.2% | +25.8% |
| All | +213.7% | +566.7% | -353.1% | +144.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling