+750.9%
GOOGL vs OVV
+54.2%
+696.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.1% |
| 7D | +1.1% | -3.7% | +4.8% | +1.5% |
| 30D | -4.4% | +8.0% | -12.4% | -5.4% |
| 3M | -6.8% | +11.3% | -18.1% | -8.3% |
| 6M | +13.6% | +24.0% | -10.4% | +9.6% |
| YTD | +8.3% | +65.3% | -57.0% | +0.4% |
| 1Y | +44.9% | +60.2% | -15.2% | +34.5% |
| 3Y | +150.5% | +46.9% | +103.5% | +131.3% |
| 5Y | +137.7% | +158.7% | -21.0% | +98.6% |
| 10Y | +750.9% | +50.8% | +700.1% | +530.5% |
| All | +750.9% | +54.2% | +696.7% | +530.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling