+96.9%
COST vs OVV
+46.2%
+50.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | +2.5% | -10.7% | +13.2% | +3.0% |
| 30D | +12.8% | -5.3% | +18.1% | +12.9% |
| 3M | +12.7% | +2.4% | +10.3% | +12.2% |
| 6M | +6.0% | +5.7% | +0.4% | +5.3% |
| YTD | +24.4% | +56.8% | -32.4% | +20.5% |
| 1Y | +16.2% | +59.3% | -43.0% | +12.5% |
| 3Y | +96.9% | +49.0% | +47.9% | +89.1% |
| All | +96.9% | +46.2% | +50.6% | +89.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling