+44.9%
GOOGL vs OVV
+57.1%
-12.2%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | -0.2% |
| 7D | +1.1% | -3.7% | +4.8% | +0.5% |
| 30D | -4.4% | +8.0% | -12.4% | -3.2% |
| 3M | -6.8% | +11.3% | -18.1% | -4.7% |
| 6M | +13.6% | +24.0% | -10.4% | +16.4% |
| YTD | +8.3% | +65.3% | -57.0% | +10.8% |
| 1Y | +44.9% | +60.2% | -15.2% | +48.3% |
| All | +44.9% | +57.1% | -12.2% | +48.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling