-3.3%
F vs OVV
+60.8%
-64.1%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.8% | -2.5% | -0.4% |
| 7D | +1.0% | -7.3% | +8.2% | -0.3% |
| 30D | +2.1% | -3.6% | +5.7% | +1.5% |
| 3M | -10.3% | -2.6% | -7.6% | -10.7% |
| 6M | +3.3% | +7.6% | -4.3% | +5.4% |
| YTD | -2.0% | +59.6% | -61.6% | -4.5% |
| All | -3.3% | +60.8% | -64.1% | -5.8% |
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