+1,677.3%
ELV vs OVV
+158.7%
+1,518.5%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.0% | -3.1% | -0.5% |
| 7D | -1.1% | +1.2% | -2.3% | -1.3% |
| 30D | +1.8% | -2.5% | +4.3% | +2.0% |
| 3M | +10.5% | +0.5% | +10.0% | +10.2% |
| 6M | +13.5% | +8.5% | +5.0% | +11.6% |
| YTD | +24.3% | +64.5% | -40.1% | +14.7% |
| 1Y | +38.9% | +64.7% | -25.7% | +28.0% |
| 3Y | -1.5% | +54.1% | -55.6% | -10.4% |
| 5Y | +7.3% | +95.4% | -88.1% | -9.7% |
| 10Y | +268.7% | +54.9% | +213.8% | +159.7% |
| All | +1,677.3% | +158.7% | +1,518.5% | +710.7% |
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