+43.8%
D vs OVV
+48.9%
-5.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +0.8% | -10.7% | +11.5% | +1.2% |
| 30D | +10.7% | -5.3% | +16.0% | +10.9% |
| 3M | +2.3% | +2.4% | -0.1% | +2.1% |
| 6M | +12.5% | +5.7% | +6.8% | +12.0% |
| YTD | +20.1% | +56.8% | -36.7% | +17.3% |
| 1Y | +15.6% | +59.3% | -43.7% | +12.7% |
| 3Y | +75.2% | +49.0% | +26.2% | +70.2% |
| 5Y | +14.6% | +88.1% | -73.5% | +9.3% |
| 10Y | +43.8% | +42.5% | +1.2% | +17.5% |
| All | +43.8% | +48.9% | -5.1% | +17.5% |
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