+730.7%
EXPE vs OVV
-10.0%
+740.7%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.6% | -4.2% | -4.7% |
| 7D | -9.3% | -16.7% | +7.3% | -5.7% |
| 30D | +0.1% | -1.5% | +1.6% | +0.2% |
| 3M | -15.3% | +1.6% | -16.9% | -16.1% |
| 6M | +5.5% | +2.0% | +3.4% | +3.5% |
| YTD | -8.0% | +56.8% | -64.8% | -19.3% |
| 1Y | +18.9% | +64.8% | -46.0% | +2.8% |
| 3Y | +135.5% | +38.3% | +97.3% | +108.0% |
| 5Y | +44.3% | +84.9% | -40.6% | +12.7% |
| 10Y | +117.7% | +54.5% | +63.2% | +30.8% |
| All | +730.7% | -10.0% | +740.7% | +457.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling