+336.8%
ROIV vs WPM
+214.5%
+122.3%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | +1.7% | -3.6% | +5.2% | +2.5% |
| 30D | +17.6% | +1.4% | +16.1% | +16.9% |
| 3M | +9.0% | -0.2% | +9.1% | +8.2% |
| 6M | +35.3% | -7.3% | +42.6% | +35.5% |
| YTD | +82.2% | +12.3% | +69.8% | +73.4% |
| 1Y | +92.3% | +24.9% | +67.4% | +78.9% |
| 3Y | +336.8% | +210.4% | +126.4% | +223.0% |
| All | +336.8% | +214.5% | +122.3% | +223.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling