+1,113.1%
ALL vs OVV
+162.8%
+950.3%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.7% | +0.4% | -1.0% |
| 7D | 0.0% | +0.3% | -0.2% | 0.0% |
| 30D | -1.5% | +11.7% | -13.2% | -3.5% |
| 3M | +23.6% | +9.8% | +13.8% | +21.2% |
| 6M | +22.3% | +26.6% | -4.2% | +16.5% |
| YTD | +26.5% | +67.0% | -40.5% | +14.1% |
| 1Y | +27.0% | +55.9% | -28.9% | +15.7% |
| 3Y | +149.6% | +45.5% | +104.1% | +124.3% |
| 5Y | +118.1% | +157.3% | -39.3% | +68.2% |
| 10Y | +369.0% | +65.0% | +304.0% | +202.9% |
| All | +1,113.1% | +162.8% | +950.3% | +548.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling