+5.7%
CVS vs OVV
+84.0%
-78.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.6% | +3.7% | +3.2% |
| 7D | -7.1% | -16.7% | +9.6% | -5.3% |
| 30D | -4.0% | -1.5% | -2.5% | -3.8% |
| 3M | -12.2% | +1.6% | -13.8% | -12.4% |
| 6M | -2.2% | +2.0% | -4.2% | -2.5% |
| YTD | +8.9% | +56.8% | -47.9% | +3.3% |
| 1Y | +9.9% | +64.8% | -55.0% | +3.5% |
| 3Y | +32.1% | +38.3% | -6.2% | +25.0% |
| All | +5.7% | +84.0% | -78.3% | -3.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling