+31.4%
ALB vs OVV
+50.1%
-18.7%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.1% |
| 7D | +9.1% | -16.7% | +25.7% | +14.1% |
| 30D | -3.4% | -1.5% | -1.9% | -3.5% |
| 3M | -20.6% | +1.6% | -22.2% | -21.5% |
| 6M | -48.2% | +2.0% | -50.2% | -49.1% |
| YTD | -29.2% | +56.8% | -86.0% | -38.3% |
| 1Y | +10.0% | +64.8% | -54.8% | -5.6% |
| 3Y | -12.9% | +38.3% | -51.2% | -22.4% |
| 5Y | -61.3% | +84.9% | -146.2% | -68.7% |
| All | +31.4% | +50.1% | -18.7% | -11.2% |
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 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