+106.0%
OVV vs WU
-43.8%
+149.8%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.6% | +0.5% |
| 7D | +8.0% | -2.0% | +10.1% | +8.5% |
| 30D | -2.0% | +11.4% | -13.4% | -4.9% |
| 3M | +5.4% | -6.8% | +12.2% | +6.8% |
| 6M | +14.3% | -14.6% | +28.9% | +17.4% |
| YTD | +69.4% | -20.6% | +90.1% | +76.8% |
| 1Y | +72.4% | -15.4% | +87.7% | +75.6% |
| 3Y | +58.4% | -23.6% | +82.0% | +63.3% |
| All | +106.0% | -43.8% | +149.8% | +132.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling