+53.0%
OVV vs WTW
+60.9%
-8.0%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.6% | +4.0% | +0.7% |
| 7D | -3.8% | -7.1% | +3.3% | -3.2% |
| 30D | +1.3% | -8.5% | +9.8% | +2.1% |
| 3M | +14.3% | +20.6% | -6.2% | +12.2% |
| 6M | +21.1% | +7.2% | +13.9% | +20.1% |
| YTD | +66.0% | -3.9% | +69.9% | +67.1% |
| 1Y | +59.3% | -3.6% | +62.9% | +60.1% |
| All | +53.0% | +60.9% | -8.0% | +51.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 3y: compounded portfolio wealth divided by compounded WTW 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…
3y analysis · Full analysis span regression · 6 months rolling