+24.5%
EW vs OVV
+58.4%
-33.9%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.5% |
| 7D | +12.3% | -10.7% | +23.0% | +10.6% |
| 30D | +22.9% | -5.3% | +28.2% | +21.9% |
| 3M | +16.7% | +2.4% | +14.3% | +16.7% |
| 6M | +31.0% | +5.7% | +25.3% | +31.7% |
| YTD | +22.8% | +56.8% | -33.9% | +25.1% |
| All | +24.5% | +58.4% | -33.9% | +26.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling