-43.9%
ALB vs OVV
+160.2%
-204.1%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.7% | -2.7% | -3.8% |
| 7D | -8.1% | +0.3% | -8.3% | -8.1% |
| 30D | +6.3% | +11.7% | -5.5% | +1.7% |
| 3M | -23.6% | +9.8% | -33.4% | -26.8% |
| 6M | -24.6% | +26.6% | -51.2% | -32.4% |
| YTD | -10.3% | +67.0% | -77.3% | -28.3% |
| 1Y | +61.5% | +55.9% | +5.5% | +31.6% |
| 3Y | -34.0% | +45.5% | -79.5% | -46.2% |
| All | -43.9% | +160.2% | -204.1% | -61.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling