+36.3%
ALB vs OVV
+51.8%
-15.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.0% | -1.9% | +0.3% |
| 7D | +1.1% | +1.2% | -0.2% | +0.7% |
| 30D | -2.6% | -2.5% | 0.0% | -2.4% |
| 3M | -25.6% | +0.5% | -26.1% | -26.1% |
| 6M | -54.0% | +8.5% | -62.5% | -55.6% |
| YTD | -31.6% | +64.5% | -96.0% | -41.1% |
| 1Y | -6.6% | +64.7% | -71.2% | -19.8% |
| 3Y | -14.0% | +54.1% | -68.1% | -25.4% |
| 5Y | -62.5% | +95.4% | -158.0% | -70.1% |
| 10Y | +36.3% | +54.9% | -18.6% | -8.5% |
| All | +36.3% | +51.8% | -15.5% | -8.5% |
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