+120.5%
EOG vs OVV
+48.9%
+71.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | -6.0% | -10.7% | +4.7% | -0.2% |
| 30D | +0.9% | -5.3% | +6.1% | +3.8% |
| 3M | +10.9% | +2.4% | +8.5% | +9.6% |
| 6M | +15.8% | +5.7% | +10.1% | +12.7% |
| YTD | +45.8% | +56.8% | -10.9% | +15.5% |
| 1Y | +45.3% | +59.3% | -14.0% | +13.9% |
| 3Y | +36.2% | +49.0% | -12.8% | +7.1% |
| 5Y | +94.0% | +88.1% | +5.8% | +30.2% |
| 10Y | +120.5% | +42.5% | +77.9% | +7.4% |
| All | +120.5% | +48.9% | +71.6% | +7.4% |
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