+58.4%
OVV vs WING
+341.2%
-282.8%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.8% | -1.6% |
| 7D | +0.3% | -3.9% | +4.1% | +0.8% |
| 30D | +11.7% | -11.6% | +23.3% | +13.3% |
| 3M | +9.8% | -24.2% | +34.0% | +13.2% |
| 6M | +26.6% | -54.1% | +80.6% | +39.9% |
| YTD | +67.0% | -53.9% | +120.9% | +83.0% |
| 1Y | +55.9% | -64.4% | +120.3% | +77.3% |
| 3Y | +45.5% | -30.2% | +75.7% | +34.4% |
| 5Y | +157.3% | -34.1% | +191.5% | +131.3% |
| All | +58.4% | +341.2% | -282.8% | -23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 10y: compounded portfolio wealth divided by compounded WING 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…
10y analysis · Full analysis span regression · 6 months rolling