+3,653.2%
FIX vs OVV
+50.1%
+3,603.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.6% | +6.1% | +5.6% |
| 7D | -17.5% | -16.7% | -0.8% | -14.3% |
| 30D | -41.6% | -1.5% | -40.1% | -41.4% |
| 3M | -40.6% | +1.6% | -42.2% | -41.0% |
| 6M | -49.4% | +2.0% | -51.4% | -50.0% |
| YTD | +9.2% | +56.8% | -47.6% | -2.0% |
| 1Y | +6.5% | +64.8% | -58.4% | -5.8% |
| 3Y | +448.7% | +38.3% | +410.5% | +397.5% |
| 5Y | +948.7% | +84.9% | +863.8% | +761.0% |
| All | +3,653.2% | +50.1% | +3,603.1% | +2,478.0% |
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