+568.0%
CF vs OVV
+50.1%
+517.9%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +0.9% |
| 7D | -3.2% | -16.7% | +13.5% | +2.3% |
| 30D | +4.3% | -1.5% | +5.8% | +4.6% |
| 3M | +2.8% | +1.6% | +1.2% | +2.2% |
| 6M | +0.6% | +2.0% | -1.4% | -0.2% |
| YTD | +56.6% | +56.8% | -0.2% | +37.4% |
| 1Y | +49.6% | +64.8% | -15.2% | +29.0% |
| 3Y | +61.5% | +38.3% | +23.2% | +42.6% |
| 5Y | +124.0% | +84.9% | +39.1% | +74.9% |
| All | +568.0% | +50.1% | +517.9% | +312.3% |
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