+10.4%
VTRS vs WPM
+5,933.8%
-5,923.4%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.1% | -1.3% | +0.5% |
| 7D | -2.2% | -0.6% | -1.6% | -2.1% |
| 30D | +3.3% | +14.4% | -11.1% | +1.5% |
| 3M | +2.0% | +37.0% | -35.0% | -2.2% |
| 6M | +19.9% | +4.1% | +15.8% | +18.5% |
| YTD | +35.7% | +31.7% | +4.0% | +29.9% |
| 1Y | +68.1% | +44.2% | +23.9% | +58.7% |
| 3Y | +87.1% | +265.5% | -178.4% | +56.1% |
| 5Y | +47.6% | +262.5% | -214.9% | +21.9% |
| 10Y | -48.2% | +539.8% | -588.0% | -61.8% |
| All | +10.4% | +5,933.8% | -5,923.4% | -45.6% |
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