+105.5%
B vs OVV
+107.0%
-1.4%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.4% | -0.7% |
| 7D | -7.3% | +8.0% | -15.4% | -8.2% |
| 30D | -3.3% | -2.0% | -1.3% | -3.3% |
| 3M | -7.8% | +5.4% | -13.2% | -8.7% |
| 6M | -15.5% | +14.3% | -29.8% | -17.6% |
| YTD | -12.3% | +69.4% | -81.7% | -20.1% |
| 1Y | +5.4% | +72.4% | -67.0% | -4.4% |
| 3Y | +165.5% | +58.4% | +107.2% | +139.4% |
| All | +105.5% | +107.0% | -1.4% | +81.2% |
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