-18.6%
HAL vs OVV
+50.1%
-68.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.4% | +0.1% |
| 7D | -12.0% | -16.7% | +4.7% | -2.2% |
| 30D | +0.3% | -1.5% | +1.8% | +1.0% |
| 3M | -1.6% | +1.6% | -3.2% | -2.9% |
| 6M | -20.5% | +2.0% | -22.5% | -22.1% |
| YTD | +14.2% | +56.8% | -42.6% | -13.5% |
| 1Y | +18.9% | +64.8% | -46.0% | -12.8% |
| 3Y | -13.7% | +38.3% | -52.0% | -30.9% |
| 5Y | +42.2% | +84.9% | -42.7% | -6.7% |
| All | -18.6% | +50.1% | -68.7% | -67.2% |
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