+79.8%
F vs OVV
+50.1%
+29.7%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.6% |
| 7D | +1.6% | -16.7% | +18.2% | +5.5% |
| 30D | +2.6% | -1.5% | +4.1% | +2.6% |
| 3M | -8.8% | +1.6% | -10.4% | -9.6% |
| 6M | +4.6% | +2.0% | +2.6% | +3.0% |
| YTD | -1.9% | +56.8% | -58.7% | -13.5% |
| 1Y | -0.8% | +64.8% | -65.6% | -13.7% |
| 3Y | +43.5% | +38.3% | +5.2% | +27.0% |
| 5Y | -12.1% | +84.9% | -96.9% | -29.7% |
| All | +79.8% | +50.1% | +29.7% | +12.2% |
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