+424.8%
FLEX vs OVV
+107.0%
+317.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.8% | -4.8% | -4.2% |
| 7D | +7.5% | +8.0% | -0.6% | +5.5% |
| 30D | -25.3% | -2.0% | -23.2% | -25.0% |
| 3M | -39.7% | +5.4% | -45.1% | -40.7% |
| 6M | -47.9% | +14.3% | -62.1% | -50.2% |
| YTD | +24.1% | +69.4% | -45.3% | +3.6% |
| 1Y | +26.0% | +72.4% | -46.4% | +4.4% |
| 3Y | +282.7% | +58.4% | +224.3% | +217.8% |
| All | +424.8% | +107.0% | +317.8% | +290.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling