+13,507.3%
GOOGL vs OVV
+91.3%
+13,416.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.7% | +0.6% | -0.8% |
| 7D | -2.3% | +0.3% | -2.5% | -2.3% |
| 30D | -6.6% | +11.7% | -18.3% | -8.2% |
| 3M | -8.9% | +9.8% | -18.7% | -10.6% |
| 6M | +11.9% | +26.6% | -14.7% | +6.8% |
| YTD | +8.3% | +67.0% | -58.7% | -1.3% |
| 1Y | +46.2% | +55.9% | -9.7% | +34.2% |
| 3Y | +151.9% | +45.5% | +106.4% | +129.2% |
| 5Y | +137.7% | +157.3% | -19.6% | +89.8% |
| 10Y | +757.6% | +65.0% | +692.6% | +490.7% |
| All | +13,507.3% | +91.3% | +13,416.0% | +11,175.6% |
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 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