+249.6%
ALAB vs OVV
+27.6%
+222.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.7% | 0.0% | +13.8% | +13.7% |
| 7D | -5.6% | -10.7% | +5.2% | -0.8% |
| 30D | -36.6% | -5.3% | -31.3% | -35.1% |
| 3M | -35.1% | +2.4% | -37.5% | -37.0% |
| 6M | +8.5% | +5.7% | +2.9% | +2.3% |
| YTD | +30.4% | +56.8% | -26.4% | -4.3% |
| 1Y | +31.0% | +59.3% | -28.2% | -4.9% |
| All | +249.6% | +27.6% | +222.0% | +196.3% |
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