+363.8%
ALL vs OVV
+48.9%
+314.9%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -3.9% | -10.7% | +6.9% | -2.5% |
| 30D | +10.6% | -5.3% | +15.9% | +11.3% |
| 3M | -4.6% | +2.4% | -6.9% | -5.0% |
| 6M | +20.2% | +5.7% | +14.5% | +18.9% |
| YTD | +23.7% | +56.8% | -33.1% | +15.5% |
| 1Y | +27.9% | +59.3% | -31.4% | +19.0% |
| 3Y | +109.2% | +49.0% | +60.2% | +92.9% |
| 5Y | +148.0% | +88.1% | +59.9% | +115.3% |
| 10Y | +363.8% | +42.5% | +321.2% | +225.8% |
| All | +363.8% | +48.9% | +314.9% | +225.8% |
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 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