+25.7%
EMR vs OVV
+75.2%
-49.5%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -5.6% | +8.0% | +1.7% |
| 7D | +1.6% | -12.1% | +13.7% | +0.1% |
| 30D | +5.0% | +2.9% | +2.1% | +5.4% |
| 3M | +7.7% | +3.7% | +4.0% | +8.3% |
| 6M | +26.8% | +0.6% | +26.1% | +27.9% |
| YTD | +29.9% | +62.5% | -32.6% | +22.2% |
| 1Y | +25.7% | +72.0% | -46.3% | +17.5% |
| All | +25.7% | +75.2% | -49.5% | +17.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling