+728.0%
FLEX vs OVV
+162.8%
+565.2%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.7% | +3.2% | +2.0% |
| 7D | -0.9% | +0.3% | -1.2% | -1.0% |
| 30D | -10.1% | +11.7% | -21.9% | -13.2% |
| 3M | -31.3% | +9.8% | -41.1% | -33.7% |
| 6M | +71.3% | +26.6% | +44.7% | +56.6% |
| YTD | +81.2% | +67.0% | +14.2% | +52.2% |
| 1Y | +98.5% | +55.9% | +42.6% | +69.1% |
| 3Y | +428.2% | +45.5% | +382.7% | +350.0% |
| 5Y | +657.3% | +157.3% | +499.9% | +410.8% |
| 10Y | +995.9% | +65.0% | +930.9% | +472.4% |
| All | +728.0% | +162.8% | +565.2% | +159.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling