+115.2%
GOOG vs OVV
+49.6%
+65.6%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.2% | -0.5% |
| 7D | +2.4% | -7.3% | +9.7% | +3.0% |
| 30D | -18.1% | -3.6% | -14.5% | -18.0% |
| 3M | -19.9% | -2.6% | -17.2% | -19.9% |
| 6M | -28.2% | +7.6% | -35.7% | -29.0% |
| YTD | -9.0% | +59.6% | -68.6% | -16.7% |
| 1Y | -1.7% | +62.2% | -63.9% | -10.4% |
| All | +115.2% | +49.6% | +65.6% | +92.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling