+55.9%
OVV vs WSM
+19.9%
+36.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.1% | -3.8% | -1.4% |
| 7D | +0.3% | -3.3% | +3.5% | -0.2% |
| 30D | +11.7% | -8.4% | +20.1% | +10.3% |
| 3M | +9.8% | +9.7% | +0.1% | +11.4% |
| 6M | +26.6% | +16.7% | +9.9% | +31.2% |
| YTD | +67.0% | +28.7% | +38.3% | +70.6% |
| 1Y | +55.9% | +13.7% | +42.3% | +61.3% |
| All | +55.9% | +19.9% | +36.1% | +61.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 1y: compounded portfolio wealth divided by compounded WSM 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…
1y analysis · Full analysis span regression · 6 months rolling