+4.3%
WMT vs OVV
+59.6%
-55.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.2% |
| 7D | -0.2% | -3.8% | +3.6% | -0.4% |
| 30D | -5.8% | +1.3% | -7.1% | -5.8% |
| 3M | -10.8% | +14.3% | -25.1% | -10.6% |
| 6M | -14.3% | +21.1% | -35.5% | -14.0% |
| YTD | -4.4% | +66.0% | -70.4% | -3.8% |
| 1Y | +4.3% | +59.3% | -55.0% | +4.6% |
| All | +4.3% | +59.6% | -55.3% | +4.6% |
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