+738.2%
WMT vs OVV
+162.8%
+575.4%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.6% | -1.1% |
| 7D | +3.9% | +0.3% | +3.7% | +3.9% |
| 30D | -4.4% | +11.7% | -16.1% | -5.0% |
| 3M | -8.8% | +9.8% | -18.6% | -9.4% |
| 6M | -15.6% | +26.6% | -42.2% | -16.9% |
| YTD | -3.2% | +67.0% | -70.2% | -6.3% |
| 1Y | +7.0% | +55.9% | -48.9% | +3.9% |
| 3Y | +105.3% | +45.5% | +59.8% | +98.5% |
| 5Y | +129.3% | +157.3% | -28.1% | +111.6% |
| 10Y | +423.9% | +65.0% | +358.9% | +362.5% |
| All | +738.2% | +162.8% | +575.4% | +506.8% |
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