+23.3%
VZ vs WPM
+40.9%
-17.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.6% | -4.8% | +1.4% |
| 7D | +2.2% | +20.8% | -18.6% | +4.3% |
| 30D | +10.6% | +3.8% | +6.8% | +11.0% |
| 3M | -0.6% | +7.4% | -8.0% | +0.4% |
| 6M | +0.7% | +4.0% | -3.2% | +1.6% |
| YTD | +20.6% | +23.0% | -2.4% | +20.3% |
| All | +23.3% | +40.9% | -17.6% | +23.8% |
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