+11,408.7%
GOOG vs OVV
+82.8%
+11,326.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.2% | -0.7% |
| 7D | +2.4% | -7.3% | +9.7% | +3.5% |
| 30D | -18.1% | -3.6% | -14.5% | -17.8% |
| 3M | -19.9% | -2.6% | -17.2% | -19.8% |
| 6M | -28.2% | +7.6% | -35.7% | -29.6% |
| YTD | -9.0% | +59.6% | -68.6% | -16.9% |
| 1Y | -1.7% | +62.2% | -63.9% | -10.6% |
| 3Y | +114.5% | +49.6% | +64.9% | +94.0% |
| 5Y | +96.2% | +98.9% | -2.8% | +62.9% |
| 10Y | +654.4% | +45.1% | +609.2% | +430.6% |
| All | +11,408.7% | +82.8% | +11,326.0% | +9,424.1% |
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