+18.2%
D vs OVV
+67.1%
-48.8%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.5% |
| 7D | +3.0% | -16.7% | +19.6% | +3.0% |
| 30D | +11.5% | -1.5% | +13.0% | +11.1% |
| 3M | +3.7% | +1.6% | +2.2% | +3.3% |
| 6M | +13.5% | +2.0% | +11.5% | +13.2% |
| YTD | +20.7% | +56.8% | -36.1% | +14.5% |
| 1Y | +18.2% | +64.8% | -46.6% | +11.7% |
| All | +18.2% | +67.1% | -48.8% | +11.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling