+3.6%
GOOG vs OVV
+75.2%
-71.6%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -5.6% | +8.9% | +2.2% |
| 7D | -10.7% | -12.1% | +1.4% | -12.8% |
| 30D | -16.4% | +2.9% | -19.3% | -15.8% |
| 3M | -23.4% | +3.7% | -27.1% | -22.5% |
| 6M | -24.2% | +0.6% | -24.8% | -22.9% |
| YTD | -8.3% | +62.5% | -70.7% | -3.1% |
| 1Y | +3.6% | +72.0% | -68.4% | +12.6% |
| All | +3.6% | +75.2% | -71.6% | +12.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling