+331.1%
WELL vs OVV
+61.5%
+269.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.7% | -0.3% | -1.8% |
| 7D | -0.8% | +0.3% | -1.1% | -0.8% |
| 30D | -0.1% | +11.7% | -11.8% | -1.8% |
| 3M | +18.0% | +9.8% | +8.2% | +16.1% |
| 6M | +15.0% | +26.6% | -11.6% | +10.4% |
| YTD | +28.6% | +67.0% | -38.4% | +18.1% |
| 1Y | +42.9% | +55.9% | -13.0% | +32.3% |
| 3Y | +203.0% | +45.5% | +157.5% | +176.6% |
| 5Y | +206.9% | +157.3% | +49.5% | +143.4% |
| All | +331.1% | +61.5% | +269.6% | +124.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling