+273.8%
ROIV vs WPM
+244.5%
+29.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.9% | +3.3% | +5.6% |
| 7D | +5.3% | +16.9% | -11.6% | +2.4% |
| 30D | +11.9% | +2.0% | +9.9% | +11.3% |
| 3M | +10.7% | +8.9% | +1.8% | +8.3% |
| 6M | +34.9% | +1.6% | +33.3% | +33.0% |
| YTD | +79.2% | +16.5% | +62.7% | +71.4% |
| 1Y | +89.0% | +42.2% | +46.8% | +74.9% |
| 3Y | +337.3% | +213.3% | +124.0% | +249.2% |
| 5Y | +402.3% | +249.9% | +152.4% | +286.7% |
| All | +273.8% | +244.5% | +29.4% | +185.6% |
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