+92.9%
GOOGL vs OVV
+84.0%
+8.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +0.9% |
| 7D | +1.8% | -16.7% | +18.4% | +4.1% |
| 30D | -18.8% | -1.5% | -17.3% | -18.8% |
| 3M | -20.3% | +1.6% | -21.9% | -20.8% |
| 6M | -28.4% | +2.0% | -30.4% | -29.1% |
| YTD | -8.8% | +56.8% | -65.6% | -16.5% |
| 1Y | +0.3% | +64.8% | -64.6% | -9.1% |
| 3Y | +120.7% | +38.3% | +82.5% | +101.1% |
| All | +92.9% | +84.0% | +8.9% | +62.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling