+57.2%
OVV vs WWD
+149.7%
-92.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.0% | +4.2% | +2.5% |
| 7D | +6.5% | +8.2% | -1.6% | +5.2% |
| 30D | -2.7% | -0.2% | -2.5% | -2.7% |
| 3M | +3.1% | -8.4% | +11.6% | +4.5% |
| 6M | +12.8% | -9.5% | +22.3% | +13.3% |
| YTD | +68.1% | +10.1% | +58.1% | +54.6% |
| 1Y | +73.6% | +21.6% | +52.1% | +52.5% |
| All | +57.2% | +149.7% | -92.5% | +5.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling