+306.4%
CSCO vs OVV
+50.1%
+256.3%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.3% | -1.9% |
| 7D | -10.2% | -16.7% | +6.5% | -8.1% |
| 30D | -20.1% | -1.5% | -18.6% | -20.0% |
| 3M | -22.1% | +1.6% | -23.6% | -22.4% |
| 6M | +3.2% | +2.0% | +1.2% | +2.6% |
| YTD | +24.1% | +56.8% | -32.7% | +16.4% |
| 1Y | +34.6% | +64.8% | -30.3% | +25.2% |
| 3Y | +90.0% | +38.3% | +51.7% | +78.2% |
| 5Y | +88.6% | +84.9% | +3.7% | +65.5% |
| All | +306.4% | +50.1% | +256.3% | +205.7% |
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