+2,300.3%
AVGO vs OVV
+48.9%
+2,251.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | 0.0% | +8.8% | +8.8% |
| 7D | -0.9% | -10.7% | +9.9% | +1.1% |
| 30D | -11.6% | -5.3% | -6.3% | -11.0% |
| 3M | -25.2% | +2.4% | -27.6% | -25.8% |
| 6M | -25.4% | +5.7% | -31.1% | -26.8% |
| YTD | -7.2% | +56.8% | -63.9% | -15.4% |
| 1Y | -7.9% | +59.3% | -67.2% | -16.4% |
| 3Y | +262.1% | +49.0% | +213.1% | +227.8% |
| 5Y | +525.7% | +88.1% | +437.6% | +427.2% |
| 10Y | +2,300.3% | +42.5% | +2,257.8% | +1,483.2% |
| All | +2,300.3% | +48.9% | +2,251.5% | +1,483.2% |
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