+167.5%
OVV vs GWW
+3,847.2%
-3,679.7%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.9% | +2.1% | +2.5% |
| 7D | +1.2% | 0.0% | +1.2% | +1.3% |
| 30D | -2.5% | +14.0% | -16.5% | -10.0% |
| 3M | +0.5% | +14.4% | -13.9% | -7.6% |
| 6M | +8.5% | +21.7% | -13.2% | -4.4% |
| YTD | +64.5% | +48.4% | +16.0% | +27.5% |
| 1Y | +64.7% | +58.4% | +6.3% | +22.5% |
| 3Y | +54.1% | +92.3% | -38.1% | +0.3% |
| 5Y | +95.4% | +221.8% | -126.4% | -9.0% |
| 10Y | +54.9% | +657.6% | -602.6% | -52.4% |
| All | +167.5% | +3,847.2% | -3,679.7% | -62.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling