+56.5%
OVV vs WY
+5.8%
+50.7%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.9% | +0.7% |
| 7D | -3.8% | -1.7% | -2.1% | -2.7% |
| 30D | +1.3% | -9.9% | +11.1% | +8.5% |
| 3M | +14.3% | -7.5% | +21.9% | +18.9% |
| 6M | +21.1% | -5.1% | +26.3% | +21.4% |
| YTD | +66.0% | -2.1% | +68.1% | +61.1% |
| 1Y | +59.3% | -7.3% | +66.6% | +60.2% |
| 3Y | +47.6% | -22.6% | +70.2% | +63.8% |
| 5Y | +162.0% | -19.8% | +181.8% | +177.5% |
| 10Y | +56.5% | +9.6% | +46.9% | +52.8% |
| All | +56.5% | +5.8% | +50.7% | +52.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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