+75.9%
D vs OVV
+35.0%
+41.0%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.9% | +2.7% | 0.0% |
| 7D | +6.9% | -14.9% | +21.8% | +7.6% |
| 30D | +12.3% | -0.9% | +13.2% | +12.2% |
| 3M | +3.0% | +5.6% | -2.5% | +2.6% |
| 6M | +12.8% | -2.5% | +15.3% | +12.7% |
| YTD | +22.6% | +57.8% | -35.3% | +18.7% |
| 1Y | +21.7% | +70.1% | -48.4% | +17.2% |
| All | +75.9% | +35.0% | +41.0% | +66.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling