+15.5%
CVS vs OVV
+65.7%
-50.2%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.0% | -2.5% | +0.4% |
| 7D | +12.0% | +1.2% | +10.7% | +11.8% |
| 30D | +2.8% | -2.5% | +5.3% | +3.2% |
| 3M | -3.6% | +0.5% | -4.1% | -3.1% |
| 6M | -1.6% | +8.5% | -10.1% | -1.2% |
| YTD | +16.3% | +64.5% | -48.2% | +21.7% |
| 1Y | +15.5% | +64.7% | -49.2% | +20.7% |
| All | +15.5% | +65.7% | -50.2% | +20.7% |
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 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