+192.3%
CAH vs OVV
+49.8%
+142.5%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.2% | -0.5% |
| 7D | +5.4% | +0.3% | +5.1% | +5.4% |
| 30D | +3.3% | +11.7% | -8.4% | +3.1% |
| 3M | +22.8% | +9.8% | +13.0% | +22.5% |
| 6M | +11.3% | +26.6% | -15.3% | +10.5% |
| YTD | +21.1% | +67.0% | -45.9% | +18.9% |
| 1Y | +67.2% | +55.9% | +11.3% | +64.6% |
| All | +192.3% | +49.8% | +142.5% | +185.4% |
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 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