+60.2%
OVV vs WCN
-8.2%
+68.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.8% |
| 7D | -3.7% | -0.4% | -3.3% | -3.6% |
| 30D | +8.0% | -2.1% | +10.1% | +8.4% |
| 3M | +11.3% | +6.4% | +4.9% | +10.3% |
| 6M | +24.0% | -3.7% | +27.7% | +25.1% |
| YTD | +65.3% | -6.4% | +71.7% | +65.2% |
| 1Y | +60.2% | -7.9% | +68.1% | +58.7% |
| All | +60.2% | -8.2% | +68.4% | +58.7% |
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