+144.5%
EXE vs OVV
+242.8%
-98.3%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | -3.9% | -10.7% | +6.8% | +0.8% |
| 30D | -2.6% | -5.3% | +2.7% | -0.5% |
| 3M | -6.9% | +2.4% | -9.2% | -8.1% |
| 6M | -9.3% | +5.7% | -15.0% | -12.1% |
| YTD | -20.7% | +56.8% | -77.5% | -35.9% |
| 1Y | -21.8% | +59.3% | -81.1% | -37.3% |
| 3Y | +16.2% | +49.0% | -32.8% | -8.5% |
| 5Y | +61.1% | +88.1% | -27.0% | +12.0% |
| All | +144.5% | +242.8% | -98.3% | +46.1% |
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