+48.2%
OVV vs WING
+679.4%
-631.2%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.8% | -0.4% |
| 7D | -16.7% | +9.0% | -25.7% | -17.8% |
| 30D | -1.5% | +39.9% | -41.4% | -6.3% |
| 3M | +1.6% | +40.4% | -38.8% | -4.0% |
| 6M | +2.0% | +12.9% | -10.9% | -1.4% |
| YTD | +56.8% | -31.1% | +87.9% | +61.4% |
| 1Y | +64.8% | -32.7% | +97.6% | +69.7% |
| 3Y | +38.3% | -19.8% | +58.1% | +27.8% |
| 5Y | +84.9% | +4.0% | +80.9% | +54.4% |
| All | +48.2% | +679.4% | -631.2% | -45.3% |
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