+64.8%
OVV vs WEC
+6.8%
+58.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.4% | -0.5% |
| 7D | -16.7% | -0.2% | -16.5% | -16.6% |
| 30D | -1.5% | +12.3% | -13.8% | -2.8% |
| 3M | +1.6% | +8.3% | -6.7% | +0.5% |
| 6M | +2.0% | +3.5% | -1.4% | +2.1% |
| YTD | +56.8% | +12.7% | +44.1% | +46.9% |
| 1Y | +64.8% | +8.2% | +56.7% | +57.0% |
| All | +64.8% | +6.8% | +58.1% | +57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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