+49.3%
WM vs OVV
+35.0%
+14.3%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.9% | +4.0% | +1.3% |
| 7D | +4.5% | -14.9% | +19.4% | +5.5% |
| 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% | +8.3% |
| YTD | +11.2% | +57.8% | -46.6% | +8.2% |
| 1Y | +22.3% | +70.1% | -47.7% | +18.5% |
| All | +49.3% | +35.0% | +14.3% | +47.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling