+640.4%
FLEX vs OVV
+48.9%
+591.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | 0.0% | +12.1% | +12.0% |
| 7D | -7.2% | -10.7% | +3.6% | -4.5% |
| 30D | -34.8% | -5.3% | -29.5% | -34.0% |
| 3M | -35.6% | +2.4% | -38.0% | -36.3% |
| 6M | -45.0% | +5.7% | -50.7% | -46.4% |
| YTD | +29.4% | +56.8% | -27.4% | +13.2% |
| 1Y | +24.8% | +59.3% | -34.5% | +8.5% |
| 3Y | +304.4% | +49.0% | +255.4% | +252.6% |
| 5Y | +484.1% | +88.1% | +395.9% | +360.0% |
| 10Y | +640.4% | +42.5% | +597.9% | +334.0% |
| All | +640.4% | +48.9% | +591.6% | +334.0% |
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