+583.6%
WDC vs OVV
+50.1%
+533.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.3% |
| 7D | -28.0% | -16.7% | -11.3% | -24.5% |
| 30D | -34.9% | -1.5% | -33.4% | -34.7% |
| 3M | -41.6% | +1.6% | -43.1% | -42.1% |
| 6M | -45.4% | +2.0% | -47.4% | -46.2% |
| YTD | +53.3% | +56.8% | -3.5% | +34.1% |
| 1Y | +61.5% | +64.8% | -3.3% | +38.9% |
| 3Y | +712.3% | +38.3% | +674.1% | +617.4% |
| 5Y | +524.2% | +84.9% | +439.3% | +390.2% |
| All | +583.6% | +50.1% | +533.5% | +308.1% |
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