+54.9%
OVV vs WWD
+468.3%
-413.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.3% | +1.7% | +2.2% |
| 7D | +1.2% | +3.7% | -2.5% | -1.3% |
| 30D | -2.5% | +1.8% | -4.3% | -4.6% |
| 3M | +0.5% | -5.0% | +5.5% | +1.9% |
| 6M | +8.5% | -8.4% | +16.9% | +9.2% |
| YTD | +64.5% | +12.3% | +52.2% | +37.7% |
| 1Y | +64.7% | +26.2% | +38.4% | +24.4% |
| 3Y | +54.1% | +154.6% | -100.4% | -34.9% |
| 5Y | +95.4% | +195.3% | -99.8% | -30.1% |
| 10Y | +54.9% | +466.3% | -411.3% | -56.8% |
| All | +54.9% | +468.3% | -413.4% | -56.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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