+42.5%
OVV vs WCN
+302.6%
-260.1%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.3% |
| 7D | -10.7% | +1.2% | -11.9% | -11.4% |
| 30D | -5.3% | +24.6% | -29.9% | -17.5% |
| 3M | +2.4% | +14.2% | -11.8% | -6.1% |
| 6M | +5.7% | +25.7% | -20.0% | -9.1% |
| YTD | +56.8% | +9.3% | +47.5% | +46.1% |
| 1Y | +59.3% | +15.3% | +44.0% | +43.0% |
| 3Y | +49.0% | +48.6% | +0.4% | +8.4% |
| 5Y | +88.1% | +46.9% | +41.2% | +35.9% |
| 10Y | +42.5% | +298.1% | -255.6% | -39.2% |
| All | +42.5% | +302.6% | -260.1% | -39.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 10y: compounded portfolio wealth divided by compounded WCN 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…
10y analysis · Full analysis span regression · 6 months rolling