+1,579.0%
ELV vs OVV
+162.8%
+1,416.2%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.7% | 0.0% | -1.5% |
| 7D | +3.3% | +0.3% | +3.1% | +3.3% |
| 30D | +4.2% | +11.7% | -7.6% | +2.5% |
| 3M | -0.1% | +9.8% | -9.9% | -1.6% |
| 6M | +41.3% | +26.6% | +14.7% | +36.0% |
| YTD | +17.4% | +67.0% | -49.6% | +8.4% |
| 1Y | +35.1% | +55.9% | -20.9% | +25.5% |
| 3Y | -3.2% | +45.5% | -48.7% | -11.3% |
| 5Y | +15.6% | +157.3% | -141.7% | -6.7% |
| 10Y | +276.8% | +65.0% | +211.8% | +161.9% |
| All | +1,579.0% | +162.8% | +1,416.2% | +665.9% |
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