+56.0%
OVV vs WU
-38.9%
+94.9%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.6% | 0.0% |
| 7D | +8.0% | -2.0% | +10.1% | +9.2% |
| 30D | -2.0% | +11.4% | -13.4% | -8.7% |
| 3M | +5.4% | -6.8% | +12.2% | +8.2% |
| 6M | +14.3% | -14.6% | +28.9% | +19.5% |
| YTD | +69.4% | -20.6% | +90.1% | +82.4% |
| 1Y | +72.4% | -15.4% | +87.7% | +77.0% |
| 3Y | +58.4% | -23.6% | +82.0% | +64.2% |
| 5Y | +106.1% | -43.4% | +149.5% | +152.8% |
| All | +56.0% | -38.9% | +94.9% | +140.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 10y: compounded portfolio wealth divided by compounded WU 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…
10y analysis · Full analysis span regression · 6 months rolling