+826.4%
CRS vs OVV
+57.6%
+768.8%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.2% | -4.0% | -2.5% |
| 7D | +7.4% | +6.5% | +0.9% | +5.0% |
| 30D | -21.2% | -2.7% | -18.6% | -20.8% |
| 3M | -43.3% | +3.1% | -46.4% | -44.4% |
| 6M | -29.4% | +12.8% | -42.2% | -33.6% |
| YTD | -4.7% | +68.1% | -72.8% | -23.7% |
| 1Y | -9.6% | +73.6% | -83.2% | -28.9% |
| 3Y | +355.5% | +57.6% | +297.9% | +262.0% |
| 5Y | +826.6% | +104.5% | +722.0% | +527.3% |
| All | +826.4% | +57.6% | +768.8% | +350.8% |
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