+366.8%
CSCO vs OVV
+54.2%
+312.6%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.1% |
| 7D | -0.5% | -3.7% | +3.2% | 0.0% |
| 30D | -10.1% | +8.0% | -18.1% | -11.0% |
| 3M | -11.7% | +11.3% | -23.0% | -13.1% |
| 6M | +40.1% | +24.0% | +16.1% | +35.7% |
| YTD | +43.8% | +65.3% | -21.5% | +34.2% |
| 1Y | +66.6% | +60.2% | +6.4% | +55.7% |
| 3Y | +108.5% | +46.9% | +61.6% | +94.1% |
| 5Y | +114.0% | +158.7% | -44.8% | +80.2% |
| 10Y | +366.8% | +50.8% | +316.0% | +247.5% |
| All | +366.8% | +54.2% | +312.6% | +247.5% |
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