+1,413.0%
CRS vs OVV
+54.5%
+1,358.6%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.0% | -2.5% | -3.2% |
| 7D | -3.1% | -3.7% | +0.7% | -1.8% |
| 30D | -19.6% | +8.0% | -27.6% | -22.0% |
| 3M | -8.1% | +11.3% | -19.4% | -12.3% |
| 6M | +18.6% | +24.0% | -5.4% | +7.3% |
| YTD | +45.9% | +65.3% | -19.5% | +18.4% |
| 1Y | +82.5% | +60.2% | +22.3% | +49.0% |
| 3Y | +648.9% | +46.9% | +602.0% | +511.9% |
| 5Y | +1,438.1% | +158.7% | +1,279.4% | +863.6% |
| All | +1,413.0% | +54.5% | +1,358.6% | +640.1% |
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