+602.6%
ABBV vs OVV
+51.8%
+550.7%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.0% | -2.7% | +0.1% |
| 7D | +0.1% | +1.2% | -1.2% | 0.0% |
| 30D | +5.6% | -2.5% | +8.1% | +5.7% |
| 3M | +18.7% | +0.5% | +18.2% | +18.5% |
| 6M | +47.4% | +8.5% | +38.9% | +46.1% |
| YTD | +33.0% | +64.5% | -31.5% | +27.2% |
| 1Y | +34.9% | +64.7% | -29.8% | +29.0% |
| 3Y | +135.2% | +54.1% | +81.0% | +123.5% |
| 5Y | +202.1% | +95.4% | +106.6% | +175.1% |
| 10Y | +602.6% | +54.9% | +547.6% | +484.4% |
| All | +602.6% | +51.8% | +550.7% | +484.4% |
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