+73.6%
OVV vs WPM
+26.6%
+47.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.8% | +5.0% | +2.0% |
| 7D | +6.5% | -0.5% | +7.0% | +6.5% |
| 30D | -2.7% | -3.1% | +0.5% | -2.3% |
| 3M | +3.1% | -2.2% | +5.3% | +3.8% |
| 6M | +12.8% | -7.4% | +20.2% | +14.1% |
| YTD | +68.1% | +12.6% | +55.5% | +67.2% |
| 1Y | +73.6% | +22.8% | +50.8% | +68.0% |
| All | +73.6% | +26.6% | +47.0% | +68.0% |
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