+1,438.1%
CRS vs OVV
+153.1%
+1,285.0%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.0% | -2.5% | -3.2% |
| 7D | -3.1% | -3.7% | +0.7% | -1.9% |
| 30D | -19.6% | +8.0% | -27.6% | -21.9% |
| 3M | -8.1% | +11.3% | -19.4% | -12.2% |
| 6M | +18.6% | +24.0% | -5.4% | +7.2% |
| YTD | +45.9% | +65.3% | -19.5% | +17.7% |
| 1Y | +82.5% | +60.2% | +22.3% | +48.1% |
| 3Y | +648.9% | +46.9% | +602.0% | +504.6% |
| 5Y | +1,438.1% | +158.7% | +1,279.4% | +831.0% |
| All | +1,438.1% | +153.1% | +1,285.0% | +831.0% |
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