+31.0%
F vs OVV
+61.5%
-30.5%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.7% | +3.2% | +1.2% |
| 7D | +5.3% | +0.3% | +5.1% | +5.4% |
| 30D | +4.6% | +11.7% | -7.1% | +6.5% |
| 3M | -3.7% | +9.8% | -13.5% | -2.1% |
| 6M | +16.8% | +26.6% | -9.7% | +19.1% |
| YTD | +15.3% | +67.0% | -51.7% | +14.4% |
| 1Y | +31.0% | +55.9% | -24.9% | +30.0% |
| All | +31.0% | +61.5% | -30.5% | +30.0% |
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