+42,515.2%
FIX vs OVV
+162.8%
+42,352.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.7% | +3.7% | +2.3% |
| 7D | +6.0% | +0.3% | +5.8% | +5.9% |
| 30D | -7.2% | +11.7% | -19.0% | -9.8% |
| 3M | -15.9% | +9.8% | -25.6% | -18.2% |
| 6M | +12.7% | +26.6% | -13.8% | +5.2% |
| YTD | +72.8% | +67.0% | +5.8% | +50.2% |
| 1Y | +122.9% | +55.9% | +67.0% | +96.0% |
| 3Y | +774.3% | +45.5% | +728.8% | +670.0% |
| 5Y | +2,049.5% | +157.3% | +1,892.1% | +1,459.8% |
| 10Y | +5,821.5% | +65.0% | +5,756.5% | +3,439.8% |
| All | +42,515.2% | +162.8% | +42,352.4% | +16,434.8% |
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