+48.4%
D vs OVV
+51.8%
-3.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.0% | -3.5% | -0.6% |
| 7D | -2.4% | +1.2% | -3.7% | -2.5% |
| 30D | +9.0% | -2.5% | +11.5% | +9.0% |
| 3M | +1.0% | +0.5% | +0.5% | +0.8% |
| 6M | +11.0% | +8.5% | +2.5% | +10.4% |
| YTD | +19.8% | +64.5% | -44.7% | +16.8% |
| 1Y | +16.0% | +64.7% | -48.7% | +13.0% |
| 3Y | +74.4% | +54.1% | +20.2% | +69.2% |
| 5Y | +13.5% | +95.4% | -81.9% | +8.1% |
| 10Y | +48.4% | +54.9% | -6.6% | +23.0% |
| All | +48.4% | +51.8% | -3.5% | +23.0% |
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