+216.9%
B vs OVV
+57.6%
+159.3%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.2% | -5.4% | -3.2% |
| 7D | -6.2% | +6.5% | -12.7% | -6.5% |
| 30D | -6.6% | -2.7% | -4.0% | -6.6% |
| 3M | -7.9% | +3.1% | -11.0% | -8.2% |
| 6M | -16.8% | +12.8% | -29.6% | -17.7% |
| YTD | -11.7% | +68.1% | -79.8% | -15.1% |
| 1Y | +3.5% | +73.6% | -70.2% | -0.8% |
| 3Y | +165.7% | +57.6% | +108.1% | +154.6% |
| 5Y | +108.4% | +104.5% | +3.9% | +96.4% |
| All | +216.9% | +57.6% | +159.3% | +184.1% |
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