+772.7%
GOOG vs OVV
+55.1%
+717.6%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.4% | -2.5% | -2.1% |
| 7D | -1.6% | -3.8% | +2.2% | -1.1% |
| 30D | -7.7% | +1.3% | -8.9% | -7.8% |
| 3M | -9.3% | +14.3% | -23.6% | -11.1% |
| 6M | +7.4% | +21.1% | -13.7% | +4.0% |
| YTD | +4.9% | +66.0% | -61.2% | -3.0% |
| 1Y | +37.2% | +59.3% | -22.1% | +27.3% |
| 3Y | +141.6% | +47.6% | +94.1% | +122.7% |
| 5Y | +128.8% | +162.0% | -33.2% | +90.2% |
| 10Y | +772.7% | +56.5% | +716.2% | +544.0% |
| All | +772.7% | +55.1% | +717.6% | +544.0% |
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 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