+90.3%
VTR vs WPM
+252.7%
-162.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.7% | +4.9% | +1.7% |
| 7D | -1.8% | -3.6% | +1.8% | -1.4% |
| 30D | +4.0% | +12.5% | -8.5% | +2.2% |
| 3M | +7.8% | +40.6% | -32.8% | +2.4% |
| 6M | +6.4% | +0.5% | +5.8% | +5.8% |
| YTD | +18.3% | +29.0% | -10.7% | +11.4% |
| 1Y | +33.9% | +43.8% | -9.9% | +22.7% |
| 3Y | +134.3% | +266.3% | -132.0% | +72.4% |
| 5Y | +90.3% | +255.1% | -164.8% | +31.0% |
| All | +90.3% | +252.7% | -162.4% | +31.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling