+3,011.6%
COR vs OVV
+146.7%
+2,864.9%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.7% |
| 7D | +0.8% | -16.7% | +17.5% | +2.7% |
| 30D | +5.1% | -1.5% | +6.6% | +5.2% |
| 3M | +2.8% | +1.6% | +1.3% | +2.5% |
| 6M | +32.5% | +2.0% | +30.5% | +31.7% |
| YTD | -0.7% | +56.8% | -57.5% | -6.0% |
| 1Y | -6.7% | +64.8% | -71.5% | -12.3% |
| 3Y | +73.7% | +38.3% | +35.5% | +63.4% |
| 5Y | +177.9% | +84.9% | +93.0% | +144.7% |
| 10Y | +533.8% | +54.5% | +479.2% | +384.2% |
| All | +3,011.6% | +146.7% | +2,864.9% | +1,775.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling