+655.5%
FN vs OVV
+51.1%
+604.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.2% | -2.9% | -11.4% | -13.8% |
| 7D | -16.0% | -14.9% | -1.1% | -13.7% |
| 30D | -40.1% | -0.9% | -39.2% | -40.1% |
| 3M | -43.9% | +5.6% | -49.5% | -44.7% |
| 6M | -55.6% | -2.5% | -53.1% | -55.8% |
| YTD | -35.7% | +57.8% | -93.5% | -41.3% |
| 1Y | -39.8% | +70.1% | -109.9% | -45.9% |
| 3Y | +80.3% | +35.1% | +45.1% | +66.3% |
| 5Y | +143.3% | +86.1% | +57.2% | +105.7% |
| All | +655.5% | +51.1% | +604.4% | +474.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling