+2,785.1%
WELL vs OVV
+146.7%
+2,638.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.5% | -0.1% |
| 7D | +4.4% | -16.7% | +21.1% | +7.5% |
| 30D | +10.8% | -1.5% | +12.3% | +10.9% |
| 3M | +4.2% | +1.6% | +2.6% | +3.6% |
| 6M | +14.0% | +2.0% | +12.0% | +12.8% |
| YTD | +33.4% | +56.8% | -23.4% | +22.2% |
| 1Y | +32.4% | +64.8% | -32.4% | +20.1% |
| 3Y | +194.7% | +38.3% | +156.5% | +168.2% |
| 5Y | +226.5% | +84.9% | +141.6% | +168.8% |
| 10Y | +429.8% | +54.5% | +375.3% | +237.3% |
| All | +2,785.1% | +146.7% | +2,638.4% | +1,492.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling