+442.4%
FLEX vs OVV
+45.7%
+396.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.7% | +3.2% | +1.9% |
| 7D | -0.9% | +0.3% | -1.2% | -1.0% |
| 30D | -10.1% | +11.7% | -21.9% | -12.7% |
| 3M | -31.3% | +9.8% | -41.1% | -33.3% |
| 6M | +71.3% | +26.6% | +44.7% | +55.2% |
| YTD | +81.2% | +67.0% | +14.2% | +47.1% |
| 1Y | +98.5% | +55.9% | +42.6% | +64.2% |
| All | +442.4% | +45.7% | +396.8% | +332.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling