+5.6%
CVS vs OVV
+75.2%
-69.6%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -5.6% | -6.9% | -12.1% |
| 7D | -11.1% | -12.1% | +1.0% | -10.6% |
| 30D | -7.4% | +2.9% | -10.3% | -7.1% |
| 3M | -22.9% | +3.7% | -26.6% | -22.4% |
| 6M | -1.2% | +0.6% | -1.8% | -1.1% |
| YTD | +3.9% | +62.5% | -58.6% | +8.0% |
| 1Y | +5.6% | +72.0% | -66.5% | +9.2% |
| All | +5.6% | +75.2% | -69.6% | +9.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling