+545.3%
VTR vs WPM
+5,972.6%
-5,427.3%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.5% |
| 7D | -2.4% | +7.0% | -9.4% | -3.3% |
| 30D | -3.7% | +15.7% | -19.5% | -5.9% |
| 3M | +13.5% | +35.2% | -21.7% | +8.2% |
| 6M | +7.2% | +6.1% | +1.1% | +5.2% |
| YTD | +17.6% | +32.6% | -15.0% | +11.0% |
| 1Y | +35.4% | +46.9% | -11.5% | +25.4% |
| 3Y | +132.8% | +276.3% | -143.5% | +85.8% |
| 5Y | +88.7% | +260.0% | -171.3% | +49.6% |
| 10Y | +87.6% | +508.5% | -420.9% | +30.9% |
| All | +545.3% | +5,972.6% | -5,427.3% | +160.2% |
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