+59.3%
OVV vs WPM
+47.7%
+11.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.6% | +0.5% |
| 7D | -3.8% | +3.9% | -7.7% | -3.6% |
| 30D | +1.3% | +17.7% | -16.4% | +2.3% |
| 3M | +14.3% | +39.4% | -25.1% | +16.8% |
| 6M | +21.1% | +6.4% | +14.7% | +24.2% |
| YTD | +66.0% | +34.0% | +32.0% | +67.4% |
| 1Y | +59.3% | +50.5% | +8.8% | +62.1% |
| All | +59.3% | +47.7% | +11.6% | +62.1% |
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