-46.4%
C vs OVV
+162.8%
-209.2%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | +0.3% |
| 7D | +3.6% | +0.3% | +3.4% | +3.5% |
| 30D | +0.1% | +11.7% | -11.7% | -3.7% |
| 3M | +2.4% | +9.8% | -7.4% | -1.5% |
| 6M | +24.9% | +26.6% | -1.6% | +13.6% |
| YTD | +19.8% | +67.0% | -47.2% | -1.0% |
| 1Y | +44.9% | +55.9% | -11.1% | +21.6% |
| 3Y | +263.0% | +45.5% | +217.5% | +201.9% |
| 5Y | +129.5% | +157.3% | -27.8% | +45.1% |
| 10Y | +291.6% | +65.0% | +226.6% | +86.4% |
| All | -46.4% | +162.8% | -209.2% | -85.1% |
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