+271.2%
EW vs OVV
+58.9%
+212.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +1.2% |
| 7D | +4.9% | +8.0% | -3.1% | +4.1% |
| 30D | +23.9% | -2.0% | +26.0% | +24.0% |
| 3M | +15.8% | +5.4% | +10.3% | +14.8% |
| 6M | +31.7% | +14.3% | +17.4% | +29.2% |
| YTD | +25.7% | +69.4% | -43.7% | +17.6% |
| 1Y | +24.4% | +72.4% | -47.9% | +16.1% |
| 3Y | +65.9% | +58.4% | +7.5% | +53.5% |
| 5Y | -7.6% | +106.1% | -113.7% | -19.2% |
| All | +271.2% | +58.9% | +212.4% | +156.0% |
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