+106.0%
OVV vs WEC
+56.3%
+49.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.2% | +0.6% |
| 7D | +8.0% | +2.3% | +5.7% | +7.6% |
| 30D | -2.0% | +11.1% | -13.1% | -4.1% |
| 3M | +5.4% | +8.4% | -3.0% | +3.7% |
| 6M | +14.3% | +7.5% | +6.8% | +12.4% |
| YTD | +69.4% | +15.3% | +54.1% | +64.1% |
| 1Y | +72.4% | +9.7% | +62.6% | +68.6% |
| 3Y | +58.4% | +64.7% | -6.3% | +36.9% |
| All | +106.0% | +56.3% | +49.7% | +79.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling