+618.9%
WFC vs OVV
+162.8%
+456.1%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.7% | +2.6% | +1.3% |
| 7D | +3.8% | +0.3% | +3.5% | +3.7% |
| 30D | +1.5% | +11.7% | -10.3% | -1.6% |
| 3M | +10.9% | +9.8% | +1.1% | +7.5% |
| 6M | +8.4% | +26.6% | -18.1% | +0.6% |
| YTD | -1.9% | +67.0% | -68.9% | -15.7% |
| 1Y | +12.3% | +55.9% | -43.6% | -2.2% |
| 3Y | +132.3% | +45.5% | +86.8% | +101.0% |
| 5Y | +130.1% | +157.3% | -27.3% | +60.5% |
| 10Y | +134.4% | +65.0% | +69.4% | +30.3% |
| All | +618.9% | +162.8% | +456.1% | +219.7% |
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