+570.0%
AVGO vs OVV
+107.0%
+463.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.8% | -5.5% | -4.9% |
| 7D | +18.2% | +8.0% | +10.1% | +16.4% |
| 30D | +0.2% | -2.0% | +2.3% | +0.5% |
| 3M | -16.8% | +5.4% | -22.2% | -18.0% |
| 6M | -16.5% | +14.3% | -30.7% | -19.5% |
| YTD | +0.8% | +69.4% | -68.6% | -11.9% |
| 1Y | +2.8% | +72.4% | -69.5% | -10.7% |
| 3Y | +278.5% | +58.4% | +220.2% | +226.8% |
| All | +570.0% | +107.0% | +463.1% | +441.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling