-4.6%
EXPE vs OVV
+61.3%
-65.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.8% | -3.9% | -1.5% |
| 7D | -11.2% | -7.3% | -3.9% | -13.4% |
| 30D | -7.5% | -3.6% | -3.9% | -8.5% |
| 3M | -19.1% | -2.6% | -16.4% | -19.5% |
| 6M | +10.7% | +7.6% | +3.2% | +15.4% |
| YTD | -9.9% | +59.6% | -69.5% | +3.0% |
| 1Y | -4.6% | +62.2% | -66.8% | +8.6% |
| All | -4.6% | +61.3% | -65.9% | +8.6% |
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