-12.9%
ALB vs OVV
+34.1%
-47.0%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.2% |
| 7D | +9.1% | -16.7% | +25.7% | +17.3% |
| 30D | -3.4% | -1.5% | -1.9% | -3.8% |
| 3M | -20.6% | +1.6% | -22.2% | -22.4% |
| 6M | -48.2% | +2.0% | -50.2% | -50.0% |
| YTD | -29.2% | +56.8% | -86.0% | -46.3% |
| 1Y | +10.0% | +64.8% | -54.8% | -19.6% |
| 3Y | -12.9% | +38.3% | -51.2% | -30.8% |
| All | -12.9% | +34.1% | -47.0% | -30.8% |
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