+92.1%
ROIV vs WPM
+40.9%
+51.2%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +5.6% | -1.0% | +3.3% |
| 7D | +13.3% | +20.8% | -7.5% | +8.6% |
| 30D | +14.8% | +3.8% | +10.9% | +13.3% |
| 3M | +11.9% | +7.4% | +4.5% | +9.2% |
| 6M | +42.4% | +4.0% | +38.4% | +38.6% |
| YTD | +87.4% | +23.0% | +64.4% | +73.9% |
| All | +92.1% | +40.9% | +51.2% | +76.4% |
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 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