+1,406.1%
WM vs OVV
+162.8%
+1,243.3%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.5% | -1.0% |
| 7D | -0.3% | +0.3% | -0.6% | -0.3% |
| 30D | -2.4% | +11.7% | -14.1% | -3.5% |
| 3M | +0.4% | +9.8% | -9.4% | -0.7% |
| 6M | -9.5% | +26.6% | -36.0% | -12.0% |
| YTD | +0.5% | +67.0% | -66.5% | -5.2% |
| 1Y | -1.1% | +55.9% | -57.0% | -6.2% |
| 3Y | +46.0% | +45.5% | +0.5% | +37.4% |
| 5Y | +51.8% | +157.3% | -105.5% | +30.0% |
| 10Y | +307.5% | +65.0% | +242.5% | +211.6% |
| All | +1,406.1% | +162.8% | +1,243.3% | +813.7% |
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