+204.7%
CTVA vs OVV
+144.3%
+60.4%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | +1.6% | -10.7% | +12.3% | +3.8% |
| 30D | -8.5% | -5.3% | -3.2% | -7.8% |
| 3M | +5.3% | +2.4% | +2.9% | +4.4% |
| 6M | -0.1% | +5.7% | -5.7% | -1.9% |
| YTD | +21.2% | +56.8% | -35.5% | +9.8% |
| 1Y | +27.0% | +59.3% | -32.3% | +14.5% |
| 3Y | +87.2% | +49.0% | +38.3% | +67.6% |
| 5Y | +77.9% | +88.1% | -10.2% | +47.3% |
| All | +204.7% | +144.3% | +60.4% | +74.6% |
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