-36.5%
ELAN vs OVV
+24.2%
-60.7%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.4% | -2.8% |
| 7D | -6.4% | -2.9% | -3.5% | -6.0% |
| 30D | +0.6% | +0.9% | -0.3% | +0.4% |
| 3M | 0.0% | +11.0% | -11.1% | -2.0% |
| 6M | -3.4% | +22.3% | -25.7% | -7.4% |
| YTD | +1.0% | +65.1% | -64.0% | -8.1% |
| 1Y | +24.7% | +53.1% | -28.4% | +14.6% |
| 3Y | +97.2% | +46.7% | +50.5% | +79.0% |
| 5Y | -31.5% | +155.5% | -187.0% | -44.2% |
| All | -36.5% | +24.2% | -60.7% | -58.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling