+171.6%
OVV vs WTW
+694.4%
-522.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.1% | +0.4% | -0.7% |
| 7D | +0.3% | -2.6% | +2.9% | +1.5% |
| 30D | +11.7% | -1.0% | +12.7% | +12.1% |
| 3M | +9.8% | +29.9% | -20.1% | -3.8% |
| 6M | +26.6% | +10.7% | +15.9% | +18.4% |
| YTD | +67.0% | +2.6% | +64.4% | +60.5% |
| 1Y | +55.9% | +2.8% | +53.2% | +49.2% |
| 3Y | +45.5% | +67.3% | -21.8% | +6.6% |
| 5Y | +157.3% | +56.6% | +100.7% | +94.1% |
| 10Y | +65.0% | +204.1% | -139.1% | -2.1% |
| All | +171.6% | +694.4% | -522.8% | +10.7% |
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