+404.6%
FLEX vs OVV
+148.3%
+256.3%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -2.9% | -10.8% | -12.8% |
| 7D | -28.3% | -14.9% | -13.4% | -24.8% |
| 30D | -45.0% | -0.9% | -44.1% | -45.0% |
| 3M | -45.2% | +5.6% | -50.8% | -46.5% |
| 6M | -30.8% | -2.5% | -28.3% | -31.7% |
| YTD | +10.4% | +57.8% | -47.4% | -6.1% |
| 1Y | +2.3% | +70.1% | -67.8% | -15.3% |
| 3Y | +238.9% | +35.1% | +203.7% | +194.9% |
| 5Y | +386.0% | +86.1% | +299.9% | +260.2% |
| 10Y | +551.1% | +55.5% | +495.6% | +248.2% |
| All | +404.6% | +148.3% | +256.3% | +60.2% |
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