+49.1%
D vs OVV
+58.9%
-9.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.5% | +0.2% |
| 7D | -1.4% | +8.0% | -9.4% | -1.7% |
| 30D | +7.7% | -2.0% | +9.8% | +7.8% |
| 3M | -0.3% | +5.4% | -5.7% | -0.6% |
| 6M | +10.1% | +14.3% | -4.2% | +9.2% |
| YTD | +19.1% | +69.4% | -50.4% | +15.9% |
| 1Y | +15.9% | +72.4% | -56.5% | +12.7% |
| 3Y | +75.0% | +58.4% | +16.6% | +69.6% |
| 5Y | +13.4% | +106.1% | -92.7% | +7.7% |
| All | +49.1% | +58.9% | -9.7% | +22.9% |
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 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