+232.9%
ABT vs OVV
+48.9%
+184.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.6% | +0.5% |
| 7D | +0.3% | -10.7% | +11.1% | +1.0% |
| 30D | +11.6% | -5.3% | +16.9% | +11.9% |
| 3M | +3.1% | +2.4% | +0.7% | +2.8% |
| 6M | +32.8% | +5.7% | +27.2% | +32.0% |
| YTD | -9.6% | +56.8% | -66.4% | -12.6% |
| 1Y | -10.4% | +59.3% | -69.6% | -13.4% |
| 3Y | +25.8% | +49.0% | -23.1% | +20.8% |
| 5Y | -3.4% | +88.1% | -91.6% | -10.1% |
| 10Y | +232.9% | +42.5% | +190.3% | +179.9% |
| All | +232.9% | +48.9% | +184.0% | +179.9% |
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 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