+155.0%
OVV vs WCC
+4,554.1%
-4,399.1%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.2% | -2.8% | -1.5% |
| 7D | -16.7% | -14.7% | -2.0% | -11.2% |
| 30D | -1.5% | -20.1% | +18.6% | +7.1% |
| 3M | +1.6% | -21.2% | +22.7% | +10.1% |
| 6M | +2.0% | -19.2% | +21.2% | +7.2% |
| YTD | +56.8% | +20.2% | +36.6% | +35.1% |
| 1Y | +64.8% | +14.5% | +50.4% | +44.5% |
| 3Y | +38.3% | +115.1% | -76.9% | -14.7% |
| 5Y | +84.9% | +121.5% | -36.6% | +6.5% |
| 10Y | +54.5% | +468.1% | -413.6% | -36.1% |
| All | +155.0% | +4,554.1% | -4,399.1% | -16.6% |
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