+377.4%
VT vs WPM
+1,330.4%
-952.9%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.0% | +0.2% |
| 7D | +0.4% | +1.1% | -0.6% | +0.2% |
| 30D | +1.0% | +26.4% | -25.4% | -3.1% |
| 3M | +2.4% | +20.8% | -18.5% | -1.3% |
| 6M | +12.0% | +1.1% | +10.9% | +10.8% |
| YTD | +15.3% | +32.5% | -17.1% | +8.5% |
| 1Y | +22.6% | +51.5% | -28.9% | +12.3% |
| 3Y | +74.7% | +267.0% | -192.3% | +36.0% |
| 5Y | +66.1% | +250.1% | -184.0% | +28.6% |
| 10Y | +225.0% | +540.4% | -315.4% | +115.6% |
| All | +377.4% | +1,330.4% | -952.9% | +64.2% |
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 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