+477.4%
D vs OVV
+148.3%
+329.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.9% | +2.7% | +0.1% |
| 7D | +6.9% | -14.9% | +21.8% | +8.5% |
| 30D | +12.3% | -0.9% | +13.2% | +12.3% |
| 3M | +3.0% | +5.6% | -2.5% | +2.3% |
| 6M | +12.8% | -2.5% | +15.3% | +12.6% |
| YTD | +22.6% | +57.8% | -35.3% | +16.5% |
| 1Y | +21.7% | +70.1% | -48.4% | +14.7% |
| 3Y | +83.9% | +35.1% | +48.8% | +74.7% |
| 5Y | +14.0% | +86.1% | -72.1% | +1.9% |
| 10Y | +45.6% | +55.5% | -10.0% | +12.9% |
| All | +477.4% | +148.3% | +329.1% | +157.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling