+233.4%
B vs OVV
+148.3%
+85.1%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.9% | +3.4% | +1.1% |
| 7D | +4.3% | -14.9% | +19.2% | +7.3% |
| 30D | -0.9% | -0.9% | 0.0% | -1.1% |
| 3M | -1.4% | +5.6% | -6.9% | -3.0% |
| 6M | +5.0% | -2.5% | +7.5% | +4.3% |
| YTD | -5.8% | +57.8% | -63.7% | -15.5% |
| 1Y | +25.6% | +70.1% | -44.5% | +11.0% |
| 3Y | +161.6% | +35.1% | +126.5% | +136.1% |
| 5Y | +135.2% | +86.1% | +49.1% | +89.1% |
| 10Y | +170.7% | +55.5% | +115.2% | +69.1% |
| All | +233.4% | +148.3% | +85.1% | +26.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling