+60.2%
OVV vs WU
-11.3%
+71.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.5% | +1.5% | -1.1% |
| 7D | -3.7% | -0.8% | -2.9% | -3.8% |
| 30D | +8.0% | -1.1% | +9.1% | +7.9% |
| 3M | +11.3% | -1.8% | +13.1% | +11.1% |
| 6M | +24.0% | -23.9% | +47.9% | +23.8% |
| YTD | +65.3% | -20.4% | +85.7% | +65.1% |
| 1Y | +60.2% | -10.6% | +70.7% | +57.1% |
| All | +60.2% | -11.3% | +71.4% | +57.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling