+129.1%
F vs OVV
+162.8%
-33.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.7% | +3.2% | +1.9% |
| 7D | +5.3% | +0.3% | +5.1% | +5.2% |
| 30D | +4.6% | +11.7% | -7.1% | +1.6% |
| 3M | -3.7% | +9.8% | -13.5% | -6.3% |
| 6M | +16.8% | +26.6% | -9.7% | +8.4% |
| YTD | +15.3% | +67.0% | -51.7% | -0.7% |
| 1Y | +31.0% | +55.9% | -24.9% | +14.2% |
| 3Y | +45.4% | +45.5% | -0.1% | +25.9% |
| 5Y | +54.7% | +157.3% | -102.7% | +10.9% |
| 10Y | +98.2% | +65.0% | +33.2% | +15.8% |
| All | +129.1% | +162.8% | -33.6% | -2.1% |
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