+171.6%
OVV vs WCC
+5,480.7%
-5,309.1%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.9% | -5.6% | -3.4% |
| 7D | +0.3% | +4.5% | -4.2% | -1.7% |
| 30D | +11.7% | -5.8% | +17.5% | +14.1% |
| 3M | +9.8% | -3.7% | +13.5% | +9.4% |
| 6M | +26.6% | +23.1% | +3.5% | +10.7% |
| YTD | +67.0% | +44.2% | +22.9% | +35.4% |
| 1Y | +55.9% | +62.1% | -6.2% | +18.8% |
| 3Y | +45.5% | +121.1% | -75.6% | -10.0% |
| 5Y | +157.3% | +214.0% | -56.6% | +29.3% |
| 10Y | +65.0% | +472.8% | -407.8% | -32.1% |
| All | +171.6% | +5,480.7% | -5,309.1% | -16.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling