+83.5%
OVV vs GWW
+217.3%
-133.8%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.3% |
| 7D | -16.7% | +6.0% | -22.7% | -18.9% |
| 30D | -1.5% | +14.0% | -15.5% | -7.1% |
| 3M | +1.6% | +12.5% | -11.0% | -3.8% |
| 6M | +2.0% | +23.6% | -21.6% | -8.2% |
| YTD | +56.8% | +43.6% | +13.2% | +30.3% |
| 1Y | +64.8% | +52.5% | +12.4% | +32.6% |
| 3Y | +38.3% | +92.6% | -54.3% | -2.8% |
| All | +83.5% | +217.3% | -133.8% | -15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 5y: compounded portfolio wealth divided by compounded GWW 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…
5y analysis · Full analysis span regression · 6 months rolling