+3,800.0%
FIX vs OVV
+48.9%
+3,751.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | 0.0% | +9.4% | +9.4% |
| 7D | -7.2% | -10.7% | +3.5% | -5.0% |
| 30D | -35.1% | -5.3% | -29.8% | -34.4% |
| 3M | -34.3% | +2.4% | -36.7% | -34.8% |
| 6M | -42.9% | +5.7% | -48.6% | -44.0% |
| YTD | +19.5% | +56.8% | -37.3% | +7.2% |
| 1Y | +16.8% | +59.3% | -42.5% | +4.2% |
| 3Y | +506.7% | +49.0% | +457.7% | +442.6% |
| 5Y | +1,046.7% | +88.1% | +958.6% | +838.9% |
| 10Y | +3,800.0% | +42.5% | +3,757.4% | +2,565.7% |
| All | +3,800.0% | +48.9% | +3,751.1% | +2,565.7% |
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