+159.6%
OVV vs WEC
+1,887.7%
-1,728.2%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +1.9% | +1.9% |
| 7D | -7.3% | +1.4% | -8.7% | -7.8% |
| 30D | -3.6% | +12.8% | -16.4% | -8.1% |
| 3M | -2.6% | +11.2% | -13.9% | -6.8% |
| 6M | +7.6% | +6.6% | +1.0% | +4.4% |
| YTD | +59.6% | +13.8% | +45.8% | +50.7% |
| 1Y | +62.2% | +7.6% | +54.6% | +56.5% |
| 3Y | +49.6% | +62.2% | -12.6% | +20.1% |
| 5Y | +98.9% | +52.0% | +47.0% | +61.5% |
| 10Y | +45.1% | +189.4% | -144.2% | -22.3% |
| All | +159.6% | +1,887.7% | -1,728.2% | -57.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling