+239.8%
EW vs OVV
+48.9%
+190.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.5% |
| 7D | +12.3% | -10.7% | +23.0% | +13.5% |
| 30D | +22.9% | -5.3% | +28.2% | +23.4% |
| 3M | +16.7% | +2.4% | +14.3% | +16.1% |
| 6M | +31.0% | +5.7% | +25.3% | +29.5% |
| YTD | +22.8% | +56.8% | -33.9% | +15.9% |
| 1Y | +25.6% | +59.3% | -33.7% | +18.1% |
| 3Y | +62.0% | +49.0% | +13.0% | +50.8% |
| 5Y | -12.8% | +88.1% | -100.9% | -23.0% |
| 10Y | +239.8% | +42.5% | +197.2% | +136.0% |
| All | +239.8% | +48.9% | +190.9% | +136.0% |
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