+10.8%
WBD vs OVV
+54.2%
-43.4%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.6% | -0.2% |
| 7D | -0.7% | -3.7% | +3.0% | +0.1% |
| 30D | +5.0% | +8.0% | -3.0% | +3.2% |
| 3M | +6.2% | +11.3% | -5.0% | +3.5% |
| 6M | +0.6% | +24.0% | -23.4% | -4.6% |
| YTD | -2.4% | +65.3% | -67.8% | -13.2% |
| 1Y | +127.7% | +60.2% | +67.5% | +103.1% |
| 3Y | +148.4% | +46.9% | +101.5% | +123.2% |
| 5Y | +4.2% | +158.7% | -154.5% | -18.4% |
| 10Y | +10.8% | +50.8% | -40.0% | -27.6% |
| All | +10.8% | +54.2% | -43.4% | -27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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