+1,048.4%
EMR vs OVV
+158.7%
+889.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.0% | -3.3% | -1.1% |
| 7D | -2.0% | +1.2% | -3.2% | -2.3% |
| 30D | +2.8% | -2.5% | +5.4% | +3.2% |
| 3M | +2.0% | +0.5% | +1.5% | +1.2% |
| 6M | +20.7% | +8.5% | +12.2% | +16.5% |
| YTD | +27.3% | +64.5% | -37.2% | +8.9% |
| 1Y | +31.0% | +64.7% | -33.7% | +11.8% |
| 3Y | +103.6% | +54.1% | +49.5% | +72.8% |
| 5Y | +88.6% | +95.4% | -6.9% | +41.2% |
| 10Y | +280.6% | +54.9% | +225.7% | +113.6% |
| All | +1,048.4% | +158.7% | +889.6% | +416.0% |
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