+105.9%
C vs OVV
+84.0%
+21.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.6% |
| 7D | -2.4% | -16.7% | +14.3% | +1.5% |
| 30D | -6.0% | -1.5% | -4.5% | -6.0% |
| 3M | -10.5% | +1.6% | -12.1% | -11.4% |
| 6M | -5.7% | +2.0% | -7.7% | -7.3% |
| YTD | +4.1% | +56.8% | -52.7% | -9.4% |
| 1Y | +20.5% | +64.8% | -44.4% | +3.1% |
| 3Y | +208.1% | +38.3% | +169.8% | +168.8% |
| All | +105.9% | +84.0% | +21.9% | +61.4% |
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 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