+55.9%
VZ vs WPM
+212.7%
-156.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.9% | -3.8% | -0.9% |
| 7D | +2.1% | +16.9% | -14.8% | +2.5% |
| 30D | +1.4% | +2.0% | -0.6% | +1.4% |
| 3M | -1.3% | +8.9% | -10.2% | -1.2% |
| 6M | -0.5% | +1.6% | -2.1% | -0.3% |
| YTD | +19.6% | +16.5% | +3.1% | +17.5% |
| 1Y | +22.4% | +42.2% | -19.8% | +18.1% |
| 3Y | +55.9% | +213.3% | -157.4% | +37.9% |
| All | +55.9% | +212.7% | -156.9% | +37.9% |
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 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