+88.5%
WDC vs OVV
+75.5%
+13.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.8% | -5.8% | -4.9% |
| 7D | +12.1% | +8.0% | +4.0% | +12.8% |
| 30D | -18.8% | -2.0% | -16.8% | -19.0% |
| 3M | -39.3% | +5.4% | -44.7% | -38.5% |
| 6M | -40.1% | +14.3% | -54.4% | -38.0% |
| YTD | +71.8% | +69.4% | +2.4% | +87.4% |
| 1Y | +88.5% | +72.4% | +16.1% | +108.9% |
| All | +88.5% | +75.5% | +13.0% | +108.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling