+173.4%
OVV vs WTW
+682.9%
-509.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.6% | +3.9% | +3.0% |
| 7D | +6.5% | -2.3% | +8.8% | +7.7% |
| 30D | -2.7% | +10.7% | -13.3% | -7.5% |
| 3M | +3.1% | -3.1% | +6.2% | +4.2% |
| 6M | +12.8% | +31.7% | -18.9% | -2.3% |
| YTD | +68.1% | +1.1% | +67.0% | +62.1% |
| 1Y | +73.6% | +4.1% | +69.6% | +64.9% |
| 3Y | +57.6% | +42.1% | +15.5% | +25.7% |
| 5Y | +104.5% | +52.2% | +52.3% | +56.1% |
| 10Y | +58.4% | +210.9% | -152.5% | -7.2% |
| All | +173.4% | +682.9% | -509.4% | +11.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling