+797.4%
ABT vs OVV
+146.7%
+650.7%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -3.2% |
| 7D | +3.5% | -16.7% | +20.2% | +5.0% |
| 30D | +12.0% | -1.5% | +13.5% | +12.0% |
| 3M | +2.5% | +1.6% | +0.9% | +2.1% |
| 6M | +29.1% | +2.0% | +27.0% | +28.5% |
| YTD | -10.1% | +56.8% | -66.9% | -13.8% |
| 1Y | -9.8% | +64.8% | -74.7% | -14.0% |
| 3Y | +23.3% | +38.3% | -15.0% | +17.8% |
| 5Y | -2.4% | +84.9% | -87.2% | -11.0% |
| 10Y | +239.4% | +54.5% | +184.9% | +174.0% |
| All | +797.4% | +146.7% | +650.7% | +412.2% |
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