+110.4%
EOG vs OVV
+54.2%
+56.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.1% | +0.6% |
| 7D | -2.0% | -3.7% | +1.7% | -0.1% |
| 30D | +7.9% | +8.0% | -0.1% | +3.7% |
| 3M | +4.5% | +11.3% | -6.8% | -1.0% |
| 6M | +12.3% | +24.0% | -11.7% | +0.5% |
| YTD | +41.9% | +65.3% | -23.4% | +9.4% |
| 1Y | +27.8% | +60.2% | -32.3% | -0.3% |
| 3Y | +21.8% | +46.9% | -25.1% | -3.5% |
| 5Y | +174.0% | +158.7% | +15.3% | +57.3% |
| 10Y | +110.4% | +50.8% | +59.5% | +2.8% |
| All | +110.4% | +54.2% | +56.2% | +2.8% |
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