+267.8%
EMR vs OVV
+54.2%
+213.6%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.2% |
| 7D | +3.1% | -3.7% | +6.8% | +4.0% |
| 30D | -3.5% | +8.0% | -11.5% | -5.4% |
| 3M | +9.8% | +11.3% | -1.5% | +6.3% |
| 6M | +10.8% | +24.0% | -13.2% | +3.5% |
| YTD | +15.9% | +65.3% | -49.4% | +0.6% |
| 1Y | +16.4% | +60.2% | -43.7% | +1.3% |
| 3Y | +62.1% | +46.9% | +15.2% | +41.1% |
| 5Y | +62.9% | +158.7% | -95.8% | +16.9% |
| 10Y | +267.8% | +50.8% | +216.9% | +97.2% |
| All | +267.8% | +54.2% | +213.6% | +97.2% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling