+72.0%
OVV vs WPM
+38.8%
+33.2%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +12.0% | -17.6% | -4.5% |
| 7D | -12.1% | +3.9% | -16.0% | -11.5% |
| 30D | +2.9% | -3.5% | +6.4% | +3.2% |
| 3M | +3.7% | +14.1% | -10.4% | +5.6% |
| 6M | +0.6% | +6.2% | -5.6% | +2.4% |
| YTD | +62.5% | +12.4% | +50.1% | +62.7% |
| 1Y | +72.0% | +40.0% | +32.1% | +63.2% |
| All | +72.0% | +38.8% | +33.2% | +63.2% |
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 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