+162.0%
OVV vs WTW
+45.2%
+116.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.6% | +4.0% | +1.6% |
| 7D | -3.8% | -7.1% | +3.3% | -1.5% |
| 30D | +1.3% | -8.5% | +9.8% | +4.1% |
| 3M | +14.3% | +20.6% | -6.2% | +6.8% |
| 6M | +21.1% | +7.2% | +13.9% | +17.1% |
| YTD | +66.0% | -3.9% | +69.9% | +66.5% |
| 1Y | +59.3% | -3.6% | +62.9% | +59.0% |
| 3Y | +47.6% | +60.7% | -13.1% | +8.3% |
| 5Y | +162.0% | +42.2% | +119.8% | +107.0% |
| All | +162.0% | +45.2% | +116.7% | +107.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling