+257.4%
ELV vs OVV
+55.1%
+202.3%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.4% | -1.7% | -1.3% |
| 7D | -2.2% | -3.8% | +1.6% | -1.8% |
| 30D | -0.2% | +1.3% | -1.5% | -0.3% |
| 3M | -6.1% | +14.3% | -20.5% | -7.6% |
| 6M | +42.8% | +21.1% | +21.7% | +39.4% |
| YTD | +14.4% | +66.0% | -51.6% | +7.7% |
| 1Y | +28.6% | +59.3% | -30.7% | +21.3% |
| 3Y | -7.4% | +47.6% | -55.0% | -13.4% |
| 5Y | +14.5% | +162.0% | -147.5% | -3.2% |
| 10Y | +257.4% | +56.5% | +200.9% | +161.4% |
| All | +257.4% | +55.1% | +202.3% | +161.4% |
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 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