+512.3%
COR vs OVV
+48.9%
+463.4%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.7% | +3.7% |
| 7D | +2.3% | -10.7% | +13.1% | +3.4% |
| 30D | +6.8% | -5.3% | +12.1% | +7.2% |
| 3M | +8.1% | +2.4% | +5.7% | +7.7% |
| 6M | +33.0% | +5.7% | +27.3% | +31.9% |
| YTD | +3.0% | +56.8% | -53.8% | -1.7% |
| 1Y | -3.4% | +59.3% | -62.7% | -8.0% |
| 3Y | +80.1% | +49.0% | +31.2% | +69.8% |
| 5Y | +194.7% | +88.1% | +106.6% | +163.5% |
| 10Y | +512.3% | +42.5% | +469.7% | +388.1% |
| All | +512.3% | +48.9% | +463.4% | +388.1% |
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