+48.3%
D vs OVV
+46.5%
+1.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | +0.1% |
| 7D | +2.4% | -7.3% | +9.7% | +2.7% |
| 30D | +10.9% | -3.6% | +14.5% | +11.0% |
| 3M | +2.8% | -2.6% | +5.5% | +2.9% |
| 6M | +12.7% | +7.6% | +5.1% | +12.1% |
| YTD | +20.3% | +59.6% | -39.3% | +17.4% |
| 1Y | +17.1% | +62.2% | -45.1% | +14.2% |
| 3Y | +75.1% | +49.6% | +25.5% | +70.2% |
| 5Y | +13.1% | +98.9% | -85.8% | +7.7% |
| 10Y | +48.3% | +45.1% | +3.1% | +21.5% |
| All | +48.3% | +46.5% | +1.7% | +21.5% |
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