+26.0%
WMT vs OVV
+75.5%
-49.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +1.5% |
| 7D | +2.0% | +8.0% | -6.0% | +2.4% |
| 30D | +10.3% | -2.0% | +12.3% | +10.0% |
| 3M | +11.0% | +5.4% | +5.5% | +10.9% |
| 6M | -2.3% | +14.3% | -16.6% | -2.3% |
| YTD | +15.7% | +69.4% | -53.7% | +15.6% |
| 1Y | +26.0% | +72.4% | -46.4% | +26.9% |
| All | +26.0% | +75.5% | -49.5% | +26.9% |
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