+59.3%
OVV vs WCN
+16.1%
+43.2%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.1% |
| 7D | -10.7% | +1.2% | -11.9% | -10.9% |
| 30D | -5.3% | +24.6% | -29.9% | -9.2% |
| 3M | +2.4% | +14.2% | -11.8% | +0.2% |
| 6M | +5.7% | +25.7% | -20.0% | +1.1% |
| YTD | +56.8% | +9.3% | +47.5% | +54.8% |
| All | +59.3% | +16.1% | +43.2% | +58.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling