+54.8%
OVV vs WAB
+269.8%
-215.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.2% | +3.4% | +3.2% |
| 7D | +6.5% | +7.9% | -1.4% | 0.0% |
| 30D | -2.7% | +4.9% | -7.5% | -7.2% |
| 3M | +3.1% | +1.8% | +1.4% | +0.2% |
| 6M | +12.8% | +12.0% | +0.9% | -0.8% |
| YTD | +68.1% | +41.3% | +26.9% | +18.3% |
| 1Y | +73.6% | +43.8% | +29.8% | +19.8% |
| 3Y | +57.6% | +171.1% | -113.5% | -39.3% |
| 5Y | +104.5% | +217.7% | -113.2% | -32.7% |
| All | +54.8% | +269.8% | -215.0% | -55.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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