+3.2%
HAL vs OVV
+61.5%
-58.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.2% | +0.4% |
| 7D | +2.9% | +0.3% | +2.7% | +2.8% |
| 30D | +17.0% | +11.7% | +5.3% | +9.8% |
| 3M | -9.7% | +9.8% | -19.4% | -14.7% |
| 6M | +8.6% | +26.6% | -17.9% | -6.0% |
| YTD | +33.0% | +67.0% | -34.0% | -2.4% |
| 1Y | +68.3% | +55.9% | +12.4% | +28.0% |
| 3Y | +0.1% | +45.5% | -45.4% | -21.9% |
| 5Y | +102.6% | +157.3% | -54.7% | +11.4% |
| All | +3.2% | +61.5% | -58.3% | -57.9% |
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