-12.3%
OVV vs WPM
+5,236.6%
-5,248.9%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.9% | -3.5% | -1.5% |
| 7D | -16.7% | +16.9% | -33.6% | -20.7% |
| 30D | -1.5% | +2.0% | -3.5% | -2.8% |
| 3M | +1.6% | +8.9% | -7.4% | -2.5% |
| 6M | +2.0% | +1.6% | +0.5% | -1.4% |
| YTD | +56.8% | +16.5% | +40.3% | +41.9% |
| 1Y | +64.8% | +42.2% | +22.6% | +40.0% |
| 3Y | +38.3% | +213.3% | -175.0% | -11.0% |
| 5Y | +84.9% | +249.9% | -165.0% | +13.3% |
| 10Y | +54.5% | +549.4% | -494.8% | -27.5% |
| All | -12.3% | +5,236.6% | -5,248.9% | -85.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling