+1,256.8%
WDC vs OVV
+45.7%
+1,211.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.7% | +7.6% | +6.3% |
| 7D | +1.7% | +0.3% | +1.5% | +1.6% |
| 30D | -10.0% | +11.7% | -21.7% | -12.6% |
| 3M | -18.8% | +9.8% | -28.6% | -20.9% |
| 6M | +79.0% | +26.6% | +52.5% | +65.5% |
| YTD | +171.6% | +67.0% | +104.5% | +128.8% |
| 1Y | +417.4% | +55.9% | +361.5% | +341.8% |
| All | +1,256.8% | +45.7% | +1,211.1% | +1,043.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling