+2,755.4%
AVGO vs OVV
+54.2%
+2,701.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.0% | +4.0% | +3.1% |
| 7D | -0.3% | -3.7% | +3.4% | +0.3% |
| 30D | -13.8% | +8.0% | -21.8% | -15.0% |
| 3M | -6.9% | +11.3% | -18.2% | -9.0% |
| 6M | +11.9% | +24.0% | -12.1% | +7.0% |
| YTD | +6.9% | +65.3% | -58.4% | -3.1% |
| 1Y | +7.4% | +60.2% | -52.8% | -2.3% |
| 3Y | +345.6% | +46.9% | +298.6% | +304.8% |
| 5Y | +718.9% | +158.7% | +560.2% | +557.3% |
| 10Y | +2,755.4% | +50.8% | +2,704.5% | +1,743.4% |
| All | +2,755.4% | +54.2% | +2,701.2% | +1,743.4% |
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