+109.2%
ALL vs OVV
+46.2%
+62.9%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -3.9% | -10.7% | +6.9% | -3.0% |
| 30D | +10.6% | -5.3% | +15.9% | +11.0% |
| 3M | -4.6% | +2.4% | -6.9% | -4.9% |
| 6M | +20.2% | +5.7% | +14.5% | +19.2% |
| YTD | +23.7% | +56.8% | -33.1% | +17.8% |
| 1Y | +27.9% | +59.3% | -31.4% | +21.5% |
| 3Y | +109.2% | +49.0% | +60.2% | +100.8% |
| All | +109.2% | +46.2% | +62.9% | +100.8% |
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