+206.1%
COR vs OVV
+107.0%
+99.1%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.8% | +2.2% | +2.9% |
| 7D | +7.8% | +8.0% | -0.2% | +7.4% |
| 30D | +7.0% | -2.0% | +9.0% | +7.0% |
| 3M | +16.3% | +5.4% | +10.8% | +15.8% |
| 6M | +41.3% | +14.3% | +27.0% | +40.0% |
| YTD | +7.1% | +69.4% | -62.3% | +4.2% |
| 1Y | -0.8% | +72.4% | -73.2% | -3.7% |
| 3Y | +85.0% | +58.4% | +26.6% | +78.7% |
| All | +206.1% | +107.0% | +99.1% | +179.1% |
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 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