+13,447.0%
GOOG vs OVV
+89.3%
+13,357.7%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.2% |
| 7D | +1.1% | -3.7% | +4.8% | +1.7% |
| 30D | -5.1% | +8.0% | -13.0% | -6.3% |
| 3M | -7.1% | +11.3% | -18.4% | -9.0% |
| 6M | +12.7% | +24.0% | -11.4% | +7.9% |
| YTD | +7.1% | +65.3% | -58.2% | -2.4% |
| 1Y | +43.6% | +60.2% | -16.6% | +31.1% |
| 3Y | +146.8% | +46.9% | +99.8% | +124.0% |
| 5Y | +133.7% | +158.7% | -25.0% | +85.9% |
| 10Y | +773.3% | +50.8% | +722.5% | +509.5% |
| All | +13,447.0% | +89.3% | +13,357.7% | +11,084.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling