+90.5%
WFC vs OVV
+101.5%
-11.0%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.2% | -2.3% | -0.5% |
| 7D | +1.7% | +6.5% | -4.8% | +0.3% |
| 30D | +6.8% | -2.7% | +9.5% | +7.2% |
| 3M | -3.0% | +3.1% | -6.1% | -4.1% |
| 6M | +15.4% | +12.8% | +2.6% | +11.1% |
| YTD | -5.9% | +68.1% | -74.0% | -18.9% |
| 1Y | +1.7% | +73.6% | -72.0% | -13.3% |
| 3Y | +124.9% | +57.6% | +67.3% | +91.5% |
| 5Y | +90.5% | +104.5% | -14.1% | +35.0% |
| All | +90.5% | +101.5% | -11.0% | +35.0% |
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 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