+70.6%
VZ vs WPM
+556.6%
-486.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.1% | +5.6% | +0.7% |
| 7D | +2.4% | +16.4% | -14.0% | +1.8% |
| 30D | +11.2% | -1.5% | +12.7% | +11.2% |
| 3M | 0.0% | +2.6% | -2.6% | -0.3% |
| 6M | +1.3% | -1.3% | +2.6% | +1.1% |
| YTD | +21.3% | +16.8% | +4.5% | +18.9% |
| 1Y | +23.9% | +34.1% | -10.2% | +20.3% |
| 3Y | +57.7% | +225.1% | -167.4% | +42.8% |
| 5Y | +21.2% | +234.5% | -213.3% | +8.9% |
| 10Y | +70.6% | +674.1% | -603.5% | +49.6% |
| All | +70.6% | +556.6% | -486.1% | +49.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling