+40.4%
EXC vs OVV
+107.0%
-66.5%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.6% | +1.3% |
| 7D | +1.4% | +8.0% | -6.7% | +1.0% |
| 30D | +8.6% | -2.0% | +10.6% | +8.6% |
| 3M | +2.4% | +5.4% | -3.0% | +2.0% |
| 6M | +6.5% | +14.3% | -7.8% | +5.5% |
| YTD | +9.0% | +69.4% | -60.4% | +5.2% |
| 1Y | +4.6% | +72.4% | -67.8% | +0.8% |
| 3Y | +33.5% | +58.4% | -24.9% | +27.9% |
| All | +40.4% | +107.0% | -66.5% | +29.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling