+142.2%
CI vs OVV
+48.9%
+93.3%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +0.1% | -10.7% | +10.9% | +1.6% |
| 30D | +4.7% | -5.3% | +10.0% | +5.3% |
| 3M | +5.2% | +2.4% | +2.8% | +4.6% |
| 6M | +3.8% | +5.7% | -1.9% | +2.5% |
| YTD | +9.2% | +56.8% | -47.5% | +1.8% |
| 1Y | +14.3% | +59.3% | -45.0% | +6.1% |
| 3Y | +8.4% | +49.0% | -40.5% | -0.5% |
| 5Y | +50.0% | +88.1% | -38.1% | +27.8% |
| 10Y | +142.2% | +42.5% | +99.6% | +67.2% |
| All | +142.2% | +48.9% | +93.3% | +67.2% |
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