+66.6%
VTV vs WPM
+259.8%
-193.2%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.7% | +3.0% | -0.4% |
| 7D | -2.1% | -3.6% | +1.6% | -1.7% |
| 30D | -1.3% | +12.5% | -13.8% | -2.5% |
| 3M | +5.6% | +40.6% | -35.0% | +2.0% |
| 6M | +12.4% | +0.5% | +11.9% | +11.6% |
| YTD | +17.6% | +29.0% | -11.4% | +13.7% |
| 1Y | +23.5% | +43.8% | -20.3% | +17.7% |
| All | +66.6% | +259.8% | -193.2% | +40.2% |
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 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