+15.2%
D vs OVV
+84.0%
-68.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.5% |
| 7D | +3.0% | -16.7% | +19.6% | +4.0% |
| 30D | +11.5% | -1.5% | +13.0% | +11.5% |
| 3M | +3.7% | +1.6% | +2.2% | +3.4% |
| 6M | +13.5% | +2.0% | +11.5% | +13.1% |
| YTD | +20.7% | +56.8% | -36.1% | +16.6% |
| 1Y | +18.2% | +64.8% | -46.6% | +13.7% |
| 3Y | +73.3% | +38.3% | +35.0% | +66.5% |
| All | +15.2% | +84.0% | -68.8% | +8.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling