+87.7%
WDC vs OVV
+70.1%
+17.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.2% | -2.9% | -0.5% |
| 7D | +16.3% | +6.5% | +9.7% | +16.9% |
| 30D | -18.3% | -2.7% | -15.6% | -18.5% |
| 3M | -31.4% | +3.1% | -34.6% | -30.7% |
| 6M | -36.3% | +12.8% | -49.1% | -34.0% |
| YTD | +80.8% | +68.1% | +12.7% | +99.1% |
| 1Y | +87.7% | +73.6% | +14.1% | +111.3% |
| All | +87.7% | +70.1% | +17.6% | +111.3% |
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 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