+104.5%
OVV vs WWD
+183.1%
-78.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.0% | +4.2% | +2.8% |
| 7D | +6.5% | +8.2% | -1.6% | +3.9% |
| 30D | -2.7% | -0.2% | -2.5% | -3.0% |
| 3M | +3.1% | -8.4% | +11.6% | +5.4% |
| 6M | +12.8% | -9.5% | +22.3% | +13.8% |
| YTD | +68.1% | +10.1% | +58.1% | +51.5% |
| 1Y | +73.6% | +21.6% | +52.1% | +47.8% |
| 3Y | +57.6% | +149.6% | -92.0% | -11.0% |
| 5Y | +104.5% | +191.3% | -86.8% | +4.7% |
| All | +104.5% | +183.1% | -78.5% | +4.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling