+523.5%
WMT vs OVV
+46.5%
+477.0%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | -0.2% |
| 7D | +0.6% | -7.3% | +7.8% | +0.8% |
| 30D | +12.8% | -3.6% | +16.3% | +12.9% |
| 3M | +11.7% | -2.6% | +14.3% | +11.7% |
| 6M | -3.5% | +7.6% | -11.1% | -4.0% |
| YTD | +13.4% | +59.6% | -46.2% | +10.9% |
| 1Y | +23.6% | +62.2% | -38.6% | +20.8% |
| 3Y | +133.9% | +49.6% | +84.3% | +127.8% |
| 5Y | +170.1% | +98.9% | +71.2% | +158.5% |
| 10Y | +523.5% | +45.1% | +478.4% | +499.1% |
| All | +523.5% | +46.5% | +477.0% | +499.1% |
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