+50.8%
OVV vs WPM
+502.1%
-451.2%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.0% |
| 7D | -3.7% | +7.0% | -10.7% | -4.7% |
| 30D | +8.0% | +15.7% | -7.7% | +5.3% |
| 3M | +11.3% | +35.2% | -23.9% | +5.4% |
| 6M | +24.0% | +6.1% | +17.9% | +21.2% |
| YTD | +65.3% | +32.6% | +32.8% | +54.0% |
| 1Y | +60.2% | +46.9% | +13.3% | +45.5% |
| 3Y | +46.9% | +276.3% | -229.4% | +7.9% |
| 5Y | +158.7% | +260.0% | -101.3% | +88.2% |
| 10Y | +50.8% | +508.5% | -457.7% | +13.2% |
| All | +50.8% | +502.1% | -451.2% | +13.2% |
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 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