+301.5%
EMR vs OVV
+48.9%
+252.7%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | 0.0% | +4.4% | +4.4% |
| 7D | +2.1% | -10.7% | +12.9% | +4.9% |
| 30D | +4.8% | -5.3% | +10.0% | +5.8% |
| 3M | +7.5% | +2.4% | +5.1% | +6.2% |
| 6M | +20.9% | +5.7% | +15.2% | +17.7% |
| YTD | +29.2% | +56.8% | -27.6% | +13.0% |
| 1Y | +33.0% | +59.3% | -26.3% | +15.6% |
| 3Y | +109.8% | +49.0% | +60.8% | +81.5% |
| 5Y | +91.9% | +88.1% | +3.8% | +48.4% |
| 10Y | +301.5% | +42.5% | +259.0% | +116.8% |
| All | +301.5% | +48.9% | +252.7% | +116.8% |
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