+305.6%
WM vs OVV
+63.7%
+242.0%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.5% | -1.1% |
| 7D | -0.3% | +0.3% | -0.6% | -0.3% |
| 30D | -2.4% | +11.7% | -14.1% | -3.1% |
| 3M | +0.4% | +9.8% | -9.4% | -0.3% |
| 6M | -9.5% | +26.6% | -36.0% | -11.1% |
| YTD | +0.5% | +67.0% | -66.5% | -3.2% |
| 1Y | -1.1% | +55.9% | -57.0% | -4.4% |
| 3Y | +46.0% | +45.5% | +0.5% | +40.5% |
| 5Y | +51.8% | +157.3% | -105.5% | +37.9% |
| All | +305.6% | +63.7% | +242.0% | +224.1% |
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