+25,435.7%
FIX vs OVV
+148.3%
+25,287.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.6% | -2.9% | -8.7% | -10.9% |
| 7D | -27.2% | -14.9% | -12.3% | -24.3% |
| 30D | -46.9% | -0.9% | -46.0% | -46.9% |
| 3M | -44.4% | +5.6% | -50.0% | -45.4% |
| 6M | -50.9% | -2.5% | -48.4% | -51.1% |
| YTD | +3.5% | +57.8% | -54.3% | -9.0% |
| 1Y | -2.1% | +70.1% | -72.2% | -15.8% |
| 3Y | +418.7% | +35.1% | +383.6% | +364.7% |
| 5Y | +894.6% | +86.1% | +808.5% | +678.8% |
| 10Y | +3,465.5% | +55.5% | +3,410.0% | +2,072.9% |
| All | +25,435.7% | +148.3% | +25,287.4% | +9,913.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling