+49.0%
OVV vs WCN
+47.6%
+1.4%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.1% |
| 7D | -10.7% | +1.2% | -11.9% | -11.0% |
| 30D | -5.3% | +24.6% | -29.9% | -9.9% |
| 3M | +2.4% | +14.2% | -11.8% | -0.5% |
| 6M | +5.7% | +25.7% | -20.0% | +0.2% |
| YTD | +56.8% | +9.3% | +47.5% | +53.7% |
| 1Y | +59.3% | +15.3% | +44.0% | +54.1% |
| 3Y | +49.0% | +48.6% | +0.4% | +44.0% |
| All | +49.0% | +47.6% | +1.4% | +44.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling