+5.4%
B vs OVV
+75.5%
-70.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.4% | -0.5% |
| 7D | -7.3% | +8.0% | -15.4% | -6.0% |
| 30D | -3.3% | -2.0% | -1.3% | -3.5% |
| 3M | -7.8% | +5.4% | -13.2% | -6.9% |
| 6M | -15.5% | +14.3% | -29.8% | -13.9% |
| YTD | -12.3% | +69.4% | -81.7% | -18.9% |
| 1Y | +5.4% | +72.4% | -67.0% | -3.4% |
| All | +5.4% | +75.5% | -70.1% | -3.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling