+38.6%
ALB vs OVV
+58.9%
-20.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.8% | -2.2% | -1.6% |
| 7D | -5.8% | +8.0% | -13.8% | -7.7% |
| 30D | -4.5% | -2.0% | -2.5% | -4.4% |
| 3M | -28.1% | +5.4% | -33.5% | -29.5% |
| 6M | -53.2% | +14.3% | -67.4% | -55.4% |
| YTD | -33.3% | +69.4% | -102.7% | -43.1% |
| 1Y | -17.4% | +72.4% | -89.8% | -30.0% |
| 3Y | -14.1% | +58.4% | -72.5% | -26.1% |
| 5Y | -64.0% | +106.1% | -170.1% | -71.7% |
| All | +38.6% | +58.9% | -20.3% | -7.5% |
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