-34.2%
ALB vs OVV
+45.7%
-79.8%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.7% | -2.7% | -3.7% |
| 7D | -8.1% | +0.3% | -8.3% | -8.1% |
| 30D | +6.3% | +11.7% | -5.5% | +1.1% |
| 3M | -23.6% | +9.8% | -33.4% | -27.3% |
| 6M | -24.6% | +26.6% | -51.2% | -34.0% |
| YTD | -10.3% | +67.0% | -77.3% | -32.1% |
| 1Y | +61.5% | +55.9% | +5.5% | +25.1% |
| All | -34.2% | +45.7% | -79.8% | -50.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling