+186.7%
B vs OVV
+50.1%
+136.6%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.2% | +0.6% |
| 7D | +9.6% | -16.7% | +26.3% | +10.7% |
| 30D | +3.5% | -1.5% | +5.0% | +3.5% |
| 3M | -1.6% | +1.6% | -3.1% | -1.9% |
| 6M | -1.7% | +2.0% | -3.7% | -2.1% |
| YTD | -5.3% | +56.8% | -62.1% | -8.7% |
| 1Y | +27.2% | +64.8% | -37.6% | +22.3% |
| 3Y | +166.1% | +38.3% | +127.8% | +156.8% |
| 5Y | +136.5% | +84.9% | +51.6% | +123.9% |
| All | +186.7% | +50.1% | +136.6% | +150.0% |
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