+133.0%
EOG vs OVV
+57.6%
+75.4%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.2% | -1.0% | 0.0% |
| 7D | +7.4% | +6.5% | +0.9% | +3.9% |
| 30D | +2.3% | -2.7% | +4.9% | +3.7% |
| 3M | +9.5% | +3.1% | +6.3% | +7.8% |
| 6M | +17.7% | +12.8% | +4.9% | +10.7% |
| YTD | +52.9% | +68.1% | -15.2% | +16.7% |
| 1Y | +47.7% | +73.6% | -26.0% | +10.7% |
| 3Y | +41.1% | +57.6% | -16.5% | +7.7% |
| 5Y | +108.2% | +104.5% | +3.7% | +33.9% |
| All | +133.0% | +57.6% | +75.4% | +8.3% |
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