+651.7%
FLEX vs OVV
+51.8%
+599.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.0% | +0.7% | +3.1% |
| 7D | +2.2% | +1.2% | +1.0% | +2.0% |
| 30D | -32.6% | -2.5% | -30.1% | -32.3% |
| 3M | -35.5% | +0.5% | -36.0% | -35.8% |
| 6M | -45.6% | +8.5% | -54.0% | -47.2% |
| YTD | +30.7% | +64.5% | -33.8% | +13.1% |
| 1Y | +28.4% | +64.7% | -36.3% | +10.8% |
| 3Y | +301.7% | +54.1% | +247.5% | +247.4% |
| 5Y | +473.3% | +95.4% | +377.8% | +347.6% |
| 10Y | +651.7% | +54.9% | +596.8% | +338.7% |
| All | +651.7% | +51.8% | +599.9% | +338.7% |
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