+653.4%
WDC vs OVV
+48.9%
+604.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | 0.0% | +9.9% | +9.9% |
| 7D | -14.4% | -10.7% | -3.7% | -11.9% |
| 30D | -27.1% | -5.3% | -21.8% | -26.1% |
| 3M | -33.3% | +2.4% | -35.6% | -34.0% |
| 6M | -39.6% | +5.7% | -45.2% | -41.1% |
| YTD | +68.4% | +56.8% | +11.6% | +47.3% |
| 1Y | +78.2% | +59.3% | +18.9% | +54.6% |
| 3Y | +772.0% | +49.0% | +723.0% | +656.3% |
| 5Y | +584.9% | +88.1% | +496.8% | +435.7% |
| 10Y | +653.4% | +42.5% | +610.9% | +357.3% |
| All | +653.4% | +48.9% | +604.6% | +357.3% |
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