+406.1%
CAH vs OVV
+57.6%
+348.5%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.2% | -2.0% | 0.0% |
| 7D | +3.9% | +6.5% | -2.7% | +3.1% |
| 30D | +16.0% | -2.7% | +18.7% | +16.2% |
| 3M | +19.1% | +3.1% | +15.9% | +18.4% |
| 6M | +53.0% | +12.8% | +40.2% | +50.2% |
| YTD | +36.6% | +68.1% | -31.5% | +27.4% |
| 1Y | +37.4% | +73.6% | -36.2% | +27.5% |
| 3Y | +178.8% | +57.6% | +121.2% | +157.0% |
| 5Y | +498.6% | +104.5% | +394.0% | +415.9% |
| All | +406.1% | +57.6% | +348.5% | +281.2% |
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