+175.6%
OVV vs WTW
+698.5%
-522.9%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.0% | -1.2% | -0.2% |
| 7D | +8.0% | +2.0% | +6.1% | +7.0% |
| 30D | -2.0% | +12.9% | -14.9% | -7.8% |
| 3M | +5.4% | +0.7% | +4.7% | +4.5% |
| 6M | +14.3% | +39.5% | -25.2% | -3.7% |
| YTD | +69.4% | +3.1% | +66.3% | +61.9% |
| 1Y | +72.4% | +4.8% | +67.6% | +63.2% |
| 3Y | +58.4% | +42.9% | +15.4% | +26.0% |
| 5Y | +106.1% | +55.3% | +50.8% | +55.9% |
| 10Y | +59.6% | +217.2% | -157.5% | -7.3% |
| All | +175.6% | +698.5% | -522.9% | +11.6% |
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