+75.3%
FDX vs OVV
+85.0%
-9.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.5% | +3.5% |
| 7D | +0.2% | -10.7% | +10.9% | +2.2% |
| 30D | +9.3% | -5.3% | +14.6% | +10.1% |
| 3M | +0.5% | +2.4% | -1.9% | -0.5% |
| 6M | +5.3% | +5.7% | -0.3% | +3.3% |
| YTD | +38.6% | +56.8% | -18.2% | +23.9% |
| 1Y | +53.5% | +59.3% | -5.7% | +36.5% |
| 3Y | +74.2% | +49.0% | +25.3% | +53.8% |
| 5Y | +75.3% | +88.1% | -12.9% | +43.4% |
| All | +75.3% | +85.0% | -9.8% | +43.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling