+153.4%
FDX vs OVV
+46.5%
+106.9%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | -0.1% |
| 7D | +0.5% | -7.3% | +7.7% | +1.7% |
| 30D | +9.5% | -3.6% | +13.1% | +10.0% |
| 3M | -1.3% | -2.6% | +1.3% | -1.3% |
| 6M | +5.5% | +7.6% | -2.0% | +3.4% |
| YTD | +38.9% | +59.6% | -20.7% | +25.7% |
| 1Y | +58.8% | +62.2% | -3.4% | +43.1% |
| 3Y | +71.1% | +49.6% | +21.5% | +54.0% |
| 5Y | +76.3% | +98.9% | -22.6% | +45.1% |
| 10Y | +153.4% | +45.1% | +108.3% | +69.9% |
| All | +153.4% | +46.5% | +106.9% | +69.9% |
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