+58.4%
OVV vs WCC
+134.5%
-76.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.4% | +1.1% |
| 7D | +8.0% | +9.9% | -1.9% | +5.8% |
| 30D | -2.0% | -8.4% | +6.4% | -0.6% |
| 3M | +5.4% | -10.3% | +15.8% | +7.0% |
| 6M | +14.3% | -10.5% | +24.7% | +15.0% |
| YTD | +69.4% | +32.2% | +37.3% | +48.9% |
| 1Y | +72.4% | +25.5% | +46.8% | +53.9% |
| 3Y | +58.4% | +134.7% | -76.3% | +5.1% |
| All | +58.4% | +134.5% | -76.1% | +5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 3y: compounded portfolio wealth divided by compounded WCC 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…
3y analysis · Full analysis span regression · 6 months rolling