+45.1%
OVV vs CDW
+329.6%
-284.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.9% | -1.1% | +0.1% |
| 7D | -7.3% | +13.1% | -20.4% | -15.2% |
| 30D | -3.6% | +19.1% | -22.7% | -15.3% |
| 3M | -2.6% | +24.7% | -27.4% | -18.4% |
| 6M | +7.6% | +63.4% | -55.8% | -27.6% |
| YTD | +59.6% | +26.3% | +33.3% | +23.5% |
| 1Y | +62.2% | +20.6% | +41.6% | +29.3% |
| 3Y | +49.6% | -16.3% | +65.9% | +47.2% |
| 5Y | +98.9% | -3.9% | +102.9% | +66.3% |
| 10Y | +45.1% | +331.5% | -286.4% | -19.0% |
| All | +45.1% | +329.6% | -284.4% | -19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 10y: compounded portfolio wealth divided by compounded CDW 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…
10y analysis · Full analysis span regression · 6 months rolling