+58.4%
OVV vs WCN
+52.1%
+6.3%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.7% | +0.8% |
| 7D | +8.0% | +2.6% | +5.5% | +7.5% |
| 30D | -2.0% | +23.9% | -26.0% | -6.6% |
| 3M | +5.4% | +17.4% | -12.0% | +1.9% |
| 6M | +14.3% | +28.0% | -13.7% | +8.0% |
| YTD | +69.4% | +11.6% | +57.9% | +65.5% |
| 1Y | +72.4% | +16.9% | +55.5% | +66.4% |
| 3Y | +58.4% | +51.6% | +6.8% | +53.1% |
| All | +58.4% | +52.1% | +6.3% | +53.1% |
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