+345.7%
WM vs OVV
+51.1%
+294.6%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.9% | +4.0% | +1.4% |
| 7D | +4.5% | -14.9% | +19.4% | +5.6% |
| 30D | +16.1% | -0.9% | +17.0% | +16.0% |
| 3M | +8.0% | +5.6% | +2.5% | +7.5% |
| 6M | +8.4% | -2.5% | +10.9% | +8.4% |
| YTD | +11.2% | +57.8% | -46.6% | +7.4% |
| 1Y | +22.3% | +70.1% | -47.7% | +17.5% |
| 3Y | +50.2% | +35.1% | +15.1% | +45.1% |
| 5Y | +63.3% | +86.1% | -22.8% | +51.5% |
| All | +345.7% | +51.1% | +294.6% | +262.9% |
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