+158.3%
OVV vs WCN
+30.3%
+128.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.6% | -1.3% |
| 7D | +0.3% | -0.6% | +0.9% | +0.5% |
| 30D | +11.7% | +0.4% | +11.3% | +11.5% |
| 3M | +9.8% | +7.3% | +2.5% | +6.2% |
| 6M | +26.6% | -2.5% | +29.1% | +27.4% |
| YTD | +67.0% | -5.4% | +72.4% | +70.1% |
| 1Y | +55.9% | -8.5% | +64.4% | +61.0% |
| 3Y | +45.5% | +20.8% | +24.7% | +26.8% |
| All | +158.3% | +30.3% | +128.0% | +118.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling