+150.3%
CI vs OVV
+46.5%
+103.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.8% | +0.7% | +2.3% |
| 7D | +2.6% | -7.3% | +9.9% | +3.6% |
| 30D | +7.3% | -3.6% | +10.9% | +7.7% |
| 3M | +9.5% | -2.6% | +12.1% | +9.6% |
| 6M | +6.4% | +7.6% | -1.1% | +4.9% |
| YTD | +12.0% | +59.6% | -47.6% | +4.2% |
| 1Y | +20.1% | +62.2% | -42.1% | +11.3% |
| 3Y | +9.6% | +49.6% | -40.0% | +0.5% |
| 5Y | +52.7% | +98.9% | -46.2% | +29.1% |
| 10Y | +150.3% | +45.1% | +105.1% | +72.3% |
| All | +150.3% | +46.5% | +103.7% | +72.3% |
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