+66.3%
WDC vs OVV
+61.3%
+5.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -2.0% | 0.0% |
| 7D | -16.7% | -7.3% | -9.5% | -17.6% |
| 30D | -27.2% | -3.6% | -23.6% | -27.1% |
| 3M | -34.0% | -2.6% | -31.4% | -33.7% |
| 6M | -39.7% | +7.6% | -47.3% | -37.9% |
| YTD | +68.1% | +59.6% | +8.4% | +81.8% |
| 1Y | +66.3% | +62.2% | +4.1% | +81.5% |
| All | +66.3% | +61.3% | +5.0% | +81.5% |
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