+26.0%
FLEX vs OVV
+75.5%
-49.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.8% | -4.8% | -3.9% |
| 7D | +7.5% | +8.0% | -0.6% | +9.2% |
| 30D | -25.3% | -2.0% | -23.2% | -25.6% |
| 3M | -39.7% | +5.4% | -45.1% | -38.5% |
| 6M | -47.9% | +14.3% | -62.1% | -45.3% |
| YTD | +24.1% | +69.4% | -45.3% | +16.1% |
| 1Y | +26.0% | +72.4% | -46.4% | +18.7% |
| All | +26.0% | +75.5% | -49.5% | +18.7% |
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 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