+208.8%
C vs OVV
+46.5%
+162.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | -0.2% |
| 7D | -0.4% | -7.3% | +6.9% | +1.6% |
| 30D | -5.2% | -3.6% | -1.6% | -4.6% |
| 3M | -9.1% | -2.6% | -6.4% | -9.0% |
| 6M | -1.6% | +7.6% | -9.2% | -4.7% |
| YTD | +6.9% | +59.6% | -52.7% | -8.0% |
| 1Y | +23.0% | +62.2% | -39.2% | +5.1% |
| 3Y | +216.1% | +49.6% | +166.5% | +169.3% |
| 5Y | +112.2% | +98.9% | +13.3% | +57.1% |
| 10Y | +208.8% | +45.1% | +163.6% | +52.9% |
| All | +208.8% | +46.5% | +162.3% | +52.9% |
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