+445.9%
D vs OVV
+162.8%
+283.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -4.6% |
| 3M | -1.0% | +9.8% | -10.8% | -2.1% |
| 6M | +6.3% | +26.6% | -20.3% | +3.5% |
| YTD | +14.7% | +67.0% | -52.3% | +8.6% |
| 1Y | +16.9% | +55.9% | -39.0% | +11.2% |
| 3Y | +56.8% | +45.5% | +11.3% | +48.0% |
| 5Y | +5.2% | +157.3% | -152.1% | -9.0% |
| 10Y | +35.9% | +65.0% | -29.1% | +4.5% |
| All | +445.9% | +162.8% | +283.1% | +142.2% |
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