+158.3%
OVV vs WAB
+222.7%
-64.4%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.7% | -2.5% | -2.2% |
| 7D | +0.3% | -3.2% | +3.5% | +2.3% |
| 30D | +11.7% | -4.4% | +16.2% | +14.8% |
| 3M | +9.8% | +7.9% | +1.9% | +2.9% |
| 6M | +26.6% | +8.7% | +17.9% | +15.5% |
| YTD | +67.0% | +33.0% | +34.0% | +30.1% |
| 1Y | +55.9% | +46.7% | +9.3% | +11.5% |
| 3Y | +45.5% | +153.0% | -107.5% | -34.9% |
| All | +158.3% | +222.7% | -64.4% | -9.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling