-57.0%
FIG vs OVV
+70.1%
-127.1%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.2% | -2.5% | -0.5% |
| 7D | +2.6% | +6.5% | -3.9% | +1.9% |
| 30D | -13.1% | -2.7% | -10.4% | -13.1% |
| 3M | -20.3% | +3.1% | -23.5% | -21.0% |
| 6M | -2.1% | +12.8% | -14.9% | -4.5% |
| YTD | -49.4% | +68.1% | -117.5% | -52.3% |
| 1Y | -57.0% | +73.6% | -130.6% | -60.3% |
| All | -57.0% | +70.1% | -127.1% | -60.3% |
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