-15.9%
OVV vs WU
-19.6%
+3.7%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.8% | -1.2% |
| 7D | +0.3% | -0.8% | +1.1% | +0.6% |
| 30D | +11.7% | -1.1% | +12.8% | +12.0% |
| 3M | +9.8% | -3.9% | +13.7% | +8.5% |
| 6M | +26.6% | -20.7% | +47.2% | +37.8% |
| YTD | +67.0% | -18.4% | +85.4% | +77.9% |
| 1Y | +55.9% | -8.1% | +64.0% | +52.9% |
| 3Y | +45.5% | -24.2% | +69.7% | +53.5% |
| 5Y | +157.3% | -50.4% | +207.8% | +236.4% |
| 10Y | +65.0% | -40.0% | +105.0% | +120.9% |
| All | -15.9% | -19.6% | +3.7% | -13.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling