+146.8%
GOOG vs OVV
+47.2%
+99.5%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.1% |
| 7D | +1.1% | -3.7% | +4.8% | +1.4% |
| 30D | -5.1% | +8.0% | -13.0% | -5.8% |
| 3M | -7.1% | +11.3% | -18.4% | -8.1% |
| 6M | +12.7% | +24.0% | -11.4% | +9.0% |
| YTD | +7.1% | +65.3% | -58.2% | -1.5% |
| 1Y | +43.6% | +60.2% | -16.6% | +32.4% |
| 3Y | +146.8% | +46.9% | +99.8% | +122.5% |
| All | +146.8% | +47.2% | +99.5% | +122.5% |
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