+149.8%
FDX vs OVV
+57.6%
+92.1%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.2% | -3.3% | -1.4% |
| 7D | +0.8% | +6.5% | -5.7% | -0.3% |
| 30D | +9.9% | -2.7% | +12.5% | +10.2% |
| 3M | -1.9% | +3.1% | -5.0% | -2.8% |
| 6M | +6.1% | +12.8% | -6.7% | +3.1% |
| YTD | +38.8% | +68.1% | -29.3% | +24.5% |
| 1Y | +50.0% | +73.6% | -23.7% | +33.5% |
| 3Y | +71.0% | +57.6% | +13.4% | +52.5% |
| 5Y | +72.5% | +104.5% | -32.1% | +41.3% |
| All | +149.8% | +57.6% | +92.1% | +66.2% |
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