+883.2%
WMT vs OVV
+158.7%
+724.5%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.0% | -2.9% | -0.1% |
| 7D | -2.7% | +1.2% | -3.9% | -2.8% |
| 30D | +11.1% | -2.5% | +13.7% | +11.2% |
| 3M | +11.2% | +0.5% | +10.7% | +11.1% |
| 6M | -1.3% | +8.5% | -9.7% | -1.9% |
| YTD | +13.5% | +64.5% | -50.9% | +9.9% |
| 1Y | +22.5% | +64.7% | -42.2% | +18.6% |
| 3Y | +134.1% | +54.1% | +80.0% | +125.6% |
| 5Y | +170.3% | +95.4% | +74.8% | +153.3% |
| 10Y | +525.5% | +54.9% | +470.6% | +455.2% |
| All | +883.2% | +158.7% | +724.5% | +611.6% |
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 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