-10.9%
HAL vs OVV
+49.9%
-60.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | -1.3% |
| 7D | -6.5% | -7.3% | +0.8% | -1.8% |
| 30D | -2.1% | -3.6% | +1.4% | 0.0% |
| 3M | -4.9% | -2.6% | -2.2% | -3.7% |
| 6M | -19.3% | +7.6% | -26.9% | -24.1% |
| YTD | +14.3% | +59.6% | -45.3% | -19.2% |
| 1Y | +17.3% | +62.2% | -44.9% | -18.3% |
| 3Y | -10.9% | +49.6% | -60.5% | -36.2% |
| All | -10.9% | +49.9% | -60.8% | -36.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling