+39.2%
OVV vs WEC
+57.1%
-17.9%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.0% | -2.9% |
| 7D | -14.9% | +3.2% | -18.1% | -15.0% |
| 30D | -0.9% | +14.7% | -15.6% | -1.8% |
| 3M | +5.6% | +10.2% | -4.7% | +4.9% |
| 6M | -2.5% | +4.5% | -7.0% | -2.7% |
| YTD | +57.8% | +15.1% | +42.7% | +56.1% |
| 1Y | +70.1% | +9.4% | +60.7% | +68.6% |
| All | +39.2% | +57.1% | -17.9% | +26.1% |
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