+179.0%
CAH vs OVV
+34.1%
+144.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +1.5% |
| 7D | +8.5% | -16.7% | +25.1% | +8.9% |
| 30D | +17.0% | -1.5% | +18.5% | +16.9% |
| 3M | +14.6% | +1.6% | +13.0% | +14.3% |
| 6M | +42.5% | +2.0% | +40.5% | +42.1% |
| YTD | +33.5% | +56.8% | -23.3% | +30.4% |
| 1Y | +38.5% | +64.8% | -26.3% | +34.8% |
| 3Y | +179.0% | +38.3% | +140.7% | +173.0% |
| All | +179.0% | +34.1% | +144.9% | +173.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling