+11,639.4%
GOOG vs OVV
+88.3%
+11,551.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.0% | -1.0% | +1.5% |
| 7D | +1.2% | +1.2% | -0.1% | +1.0% |
| 30D | -16.7% | -2.5% | -14.2% | -16.5% |
| 3M | -15.2% | +0.5% | -15.7% | -15.6% |
| 6M | -24.8% | +8.5% | -33.2% | -26.3% |
| YTD | -7.2% | +64.5% | -71.7% | -15.6% |
| 1Y | -0.1% | +64.7% | -64.8% | -9.4% |
| 3Y | +118.8% | +54.1% | +64.7% | +96.9% |
| 5Y | +99.9% | +95.4% | +4.5% | +66.6% |
| 10Y | +678.2% | +54.9% | +623.2% | +441.0% |
| All | +11,639.4% | +88.3% | +11,551.1% | +9,569.8% |
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