+60.4%
D vs OVV
+45.7%
+14.8%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.3% | -1.3% |
| 7D | +0.4% | +0.3% | +0.2% | +0.4% |
| 30D | -3.6% | +11.7% | -15.3% | -4.2% |
| 3M | -1.0% | +9.8% | -10.8% | -1.6% |
| 6M | +6.3% | +26.6% | -20.3% | +4.6% |
| YTD | +14.7% | +67.0% | -52.3% | +10.6% |
| 1Y | +16.9% | +55.9% | -39.0% | +13.1% |
| All | +60.4% | +45.7% | +14.8% | +50.9% |
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 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