+236.1%
EW vs OVV
+46.5%
+189.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.8% | -2.5% | -0.9% |
| 7D | +9.3% | -7.3% | +16.5% | +10.0% |
| 30D | +22.1% | -3.6% | +25.6% | +22.3% |
| 3M | +13.0% | -2.6% | +15.7% | +13.0% |
| 6M | +30.1% | +7.6% | +22.5% | +28.4% |
| YTD | +22.0% | +59.6% | -37.6% | +14.9% |
| 1Y | +23.7% | +62.2% | -38.5% | +16.2% |
| 3Y | +62.0% | +49.6% | +12.4% | +50.8% |
| 5Y | -12.4% | +98.9% | -111.4% | -23.2% |
| 10Y | +236.1% | +45.1% | +190.9% | +133.0% |
| All | +236.1% | +46.5% | +189.5% | +133.0% |
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 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