+158.7%
OVV vs WY
-21.5%
+180.2%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.4% | -0.3% |
| 7D | -3.7% | -2.1% | -1.7% | -2.7% |
| 30D | +8.0% | -10.5% | +18.5% | +13.8% |
| 3M | +11.3% | -4.9% | +16.1% | +12.8% |
| 6M | +24.0% | -4.9% | +28.9% | +24.1% |
| YTD | +65.3% | -1.7% | +67.0% | +60.8% |
| 1Y | +60.2% | -9.4% | +69.5% | +63.4% |
| 3Y | +46.9% | -22.3% | +69.2% | +60.7% |
| 5Y | +158.7% | -20.5% | +179.3% | +175.5% |
| All | +158.7% | -21.5% | +180.2% | +175.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling