+186.1%
COR vs OVV
+160.2%
+26.0%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.1% | -1.8% |
| 7D | +2.8% | +0.3% | +2.5% | +2.8% |
| 30D | +4.5% | +11.7% | -7.2% | +3.9% |
| 3M | +22.7% | +9.8% | +12.9% | +21.9% |
| 6M | -9.7% | +26.6% | -36.3% | -10.9% |
| YTD | -1.4% | +67.0% | -68.5% | -4.1% |
| 1Y | +13.9% | +55.9% | -42.0% | +11.1% |
| 3Y | +94.0% | +45.5% | +48.5% | +88.5% |
| All | +186.1% | +160.2% | +26.0% | +148.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling