+567.0%
WDC vs OVV
+107.0%
+460.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.8% | -5.8% | -5.2% |
| 7D | +12.1% | +8.0% | +4.0% | +9.8% |
| 30D | -18.8% | -2.0% | -16.8% | -18.4% |
| 3M | -39.3% | +5.4% | -44.7% | -40.4% |
| 6M | -40.1% | +14.3% | -54.4% | -42.9% |
| YTD | +71.8% | +69.4% | +2.4% | +44.1% |
| 1Y | +88.5% | +72.4% | +16.1% | +56.5% |
| 3Y | +770.0% | +58.4% | +711.6% | +622.4% |
| All | +567.0% | +107.0% | +460.0% | +396.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling