+25.0%
FLEX vs OVV
+75.2%
-50.2%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -5.6% | -6.7% | -13.8% |
| 7D | -17.0% | -12.1% | -4.9% | -20.1% |
| 30D | -33.8% | +2.9% | -36.7% | -32.8% |
| 3M | -39.0% | +3.7% | -42.7% | -37.8% |
| 6M | -15.9% | +0.6% | -16.5% | -14.1% |
| YTD | +27.8% | +62.5% | -34.6% | +26.3% |
| 1Y | +25.0% | +72.0% | -47.1% | +24.9% |
| All | +25.0% | +75.2% | -50.2% | +24.9% |
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 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