+130.8%
VTR vs WPM
+259.8%
-129.0%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.7% | +4.9% | +1.5% |
| 7D | -1.8% | -3.6% | +1.8% | -1.5% |
| 30D | +4.0% | +12.5% | -8.5% | +2.8% |
| 3M | +7.8% | +40.6% | -32.8% | +4.2% |
| 6M | +6.4% | +0.5% | +5.8% | +6.4% |
| YTD | +18.3% | +29.0% | -10.7% | +13.0% |
| 1Y | +33.9% | +43.8% | -9.9% | +24.8% |
| All | +130.8% | +259.8% | -129.0% | +74.3% |
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