+64.2%
VZ vs WPM
+518.9%
-454.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.9% | -3.8% | -1.0% |
| 7D | +2.1% | +16.9% | -14.8% | +1.5% |
| 30D | +1.4% | +2.0% | -0.6% | +1.2% |
| 3M | -1.3% | +8.9% | -10.2% | -1.8% |
| 6M | -0.5% | +1.6% | -2.1% | -0.9% |
| YTD | +19.6% | +16.5% | +3.1% | +17.3% |
| 1Y | +22.4% | +42.2% | -19.8% | +18.2% |
| 3Y | +55.9% | +213.3% | -157.4% | +41.1% |
| 5Y | +20.4% | +249.9% | -229.5% | +7.7% |
| All | +64.2% | +518.9% | -454.8% | +44.9% |
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