+83.5%
OVV vs WAT
+32.4%
+51.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -0.9% |
| 7D | -16.7% | -1.1% | -15.6% | -16.4% |
| 30D | -1.5% | +5.0% | -6.5% | -2.9% |
| 3M | +1.6% | +14.5% | -12.9% | -2.3% |
| 6M | +2.0% | +30.9% | -28.9% | -6.0% |
| YTD | +56.8% | +20.5% | +36.3% | +46.6% |
| 1Y | +64.8% | +23.3% | +41.6% | +52.6% |
| 3Y | +38.3% | +81.5% | -43.2% | +5.1% |
| All | +83.5% | +32.4% | +51.1% | +53.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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