+22.9%
VTV vs WPM
+46.6%
-23.7%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.1% | -1.4% | +0.6% |
| 7D | -1.1% | -0.6% | -0.5% | -1.1% |
| 30D | -1.0% | +14.4% | -15.4% | -2.2% |
| 3M | +4.6% | +37.0% | -32.3% | +1.8% |
| 6M | +13.5% | +4.1% | +9.4% | +12.2% |
| YTD | +18.5% | +31.7% | -13.2% | +15.4% |
| 1Y | +22.9% | +44.2% | -21.3% | +18.8% |
| All | +22.9% | +46.6% | -23.7% | +18.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling