+54.6%
OVV vs WETO
-99.4%
+154.0%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WETO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -1.0% |
| 7D | -3.7% | -57.2% | +53.5% | -3.2% |
| 30D | +8.0% | -48.8% | +56.8% | +7.0% |
| 3M | +11.3% | -97.7% | +108.9% | +9.6% |
| 6M | +24.0% | -94.3% | +118.3% | +21.0% |
| YTD | +65.3% | -97.0% | +162.4% | +62.0% |
| 1Y | +60.2% | -98.9% | +159.1% | +58.7% |
| All | +54.6% | -99.4% | +154.0% | +59.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WETO.
Daily Out/Under-Performance
Portfolio return minus WETO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WETO 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 WETO 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