+302.3%
CAH vs OVV
+55.1%
+247.2%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.3% |
| 7D | -2.2% | -3.8% | +1.6% | -1.8% |
| 30D | +1.2% | +1.3% | -0.1% | +1.0% |
| 3M | +13.1% | +14.3% | -1.2% | +11.1% |
| 6M | +8.5% | +21.1% | -12.6% | +5.6% |
| YTD | +17.6% | +66.0% | -48.4% | +10.1% |
| 1Y | +60.7% | +59.3% | +1.4% | +50.7% |
| 3Y | +183.2% | +47.6% | +135.6% | +163.2% |
| 5Y | +402.2% | +162.0% | +240.2% | +319.5% |
| 10Y | +302.3% | +56.5% | +245.8% | +200.1% |
| All | +302.3% | +55.1% | +247.2% | +200.1% |
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 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