+93.1%
FOXA vs OVV
+153.1%
-60.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | -0.1% |
| 7D | -0.6% | -3.7% | +3.1% | 0.0% |
| 30D | +2.3% | +8.0% | -5.7% | +0.9% |
| 3M | -2.8% | +11.3% | -14.1% | -4.8% |
| 6M | +9.6% | +24.0% | -14.4% | +4.9% |
| YTD | -9.9% | +65.3% | -75.2% | -18.4% |
| 1Y | +5.4% | +60.2% | -54.8% | -4.4% |
| 3Y | +115.3% | +46.9% | +68.3% | +93.8% |
| 5Y | +93.1% | +158.7% | -65.7% | +41.0% |
| All | +93.1% | +153.1% | -60.1% | +41.0% |
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