+53.7%
OVV vs WEC
+62.7%
-9.0%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.4% | +2.6% | +3.0% |
| 7D | +1.2% | -0.5% | +1.8% | +1.2% |
| 30D | -2.5% | +12.0% | -14.5% | -3.1% |
| 3M | +0.5% | +11.1% | -10.6% | -0.1% |
| 6M | +8.5% | +6.0% | +2.5% | +8.2% |
| YTD | +64.5% | +14.3% | +50.2% | +63.1% |
| 1Y | +64.7% | +8.0% | +56.7% | +63.6% |
| All | +53.7% | +62.7% | -9.0% | +42.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling