+248.5%
ALAB vs OVV
+30.0%
+218.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -1.1% |
| 7D | -7.5% | -7.3% | -0.2% | -4.3% |
| 30D | -36.8% | -3.6% | -33.3% | -35.8% |
| 3M | -31.9% | -2.6% | -29.2% | -31.9% |
| 6M | +8.2% | +7.6% | +0.6% | +1.2% |
| YTD | +29.9% | +59.6% | -29.7% | -5.4% |
| 1Y | +24.4% | +62.2% | -37.8% | -10.4% |
| All | +248.5% | +30.0% | +218.6% | +193.1% |
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