+20.3%
WM vs OVV
+67.1%
-46.7%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.4% | -2.0% |
| 7D | +1.2% | -16.7% | +17.9% | +2.8% |
| 30D | +13.1% | -1.5% | +14.6% | +12.8% |
| 3M | +3.6% | +1.6% | +2.1% | +3.1% |
| 6M | +8.1% | +2.0% | +6.0% | +7.3% |
| YTD | +8.9% | +56.8% | -47.9% | +4.2% |
| 1Y | +20.3% | +64.8% | -44.5% | +14.4% |
| All | +20.3% | +67.1% | -46.7% | +14.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling