-4.6%
CARR vs OVV
+61.5%
-66.1%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.7% | +2.8% | +0.8% |
| 7D | +1.6% | +0.3% | +1.3% | +1.6% |
| 30D | -8.7% | +11.7% | -20.5% | -7.4% |
| 3M | -12.6% | +9.8% | -22.4% | -11.0% |
| 6M | -1.5% | +26.6% | -28.1% | -1.5% |
| YTD | +14.3% | +67.0% | -52.7% | +11.6% |
| 1Y | -4.6% | +55.9% | -60.5% | -8.4% |
| All | -4.6% | +61.5% | -66.1% | -8.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling