+74.0%
ALB vs OVV
+61.5%
+12.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.7% | -2.7% | -4.0% |
| 7D | -8.1% | +0.3% | -8.3% | -8.1% |
| 30D | +6.3% | +11.7% | -5.5% | +3.2% |
| 3M | -23.6% | +9.8% | -33.4% | -25.8% |
| 6M | -24.6% | +26.6% | -51.2% | -29.8% |
| YTD | -10.3% | +67.0% | -77.3% | -22.5% |
| 1Y | +61.5% | +55.9% | +5.5% | +41.4% |
| 3Y | -34.0% | +45.5% | -79.5% | -41.7% |
| 5Y | -44.6% | +157.3% | -201.9% | -58.2% |
| All | +74.0% | +61.5% | +12.5% | +14.6% |
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