+75.8%
VT vs WPM
+270.0%
-194.2%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.0% | +0.1% |
| 7D | +0.4% | +1.1% | -0.6% | +0.3% |
| 30D | +1.0% | +26.4% | -25.4% | -2.8% |
| 3M | +2.4% | +20.8% | -18.5% | -1.1% |
| 6M | +12.0% | +1.1% | +10.9% | +10.5% |
| YTD | +15.3% | +32.5% | -17.1% | +9.2% |
| 1Y | +22.6% | +51.5% | -28.9% | +13.3% |
| All | +75.8% | +270.0% | -194.2% | +38.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling