+785.0%
CAH vs OVV
+146.7%
+638.3%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +1.5% |
| 7D | +8.5% | -16.7% | +25.1% | +11.0% |
| 30D | +17.0% | -1.5% | +18.5% | +17.1% |
| 3M | +14.6% | +1.6% | +13.0% | +14.0% |
| 6M | +42.5% | +2.0% | +40.5% | +41.4% |
| YTD | +33.5% | +56.8% | -23.3% | +24.3% |
| 1Y | +38.5% | +64.8% | -26.3% | +28.0% |
| 3Y | +179.0% | +38.3% | +140.7% | +158.6% |
| 5Y | +507.2% | +84.9% | +422.3% | +419.7% |
| 10Y | +448.9% | +54.5% | +394.4% | +297.7% |
| All | +785.0% | +146.7% | +638.3% | +364.0% |
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 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