+136.8%
GOOGL vs OVV
+160.2%
-23.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.7% | +0.6% | -0.9% |
| 7D | -2.3% | +0.3% | -2.5% | -2.3% |
| 30D | -6.6% | +11.7% | -18.3% | -8.0% |
| 3M | -8.9% | +9.8% | -18.7% | -10.3% |
| 6M | +11.9% | +26.6% | -14.7% | +7.3% |
| YTD | +8.3% | +67.0% | -58.7% | -0.9% |
| 1Y | +46.2% | +55.9% | -9.7% | +34.8% |
| 3Y | +151.9% | +45.5% | +106.4% | +129.2% |
| All | +136.8% | +160.2% | -23.4% | +95.1% |
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 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