+39.7%
HAL vs OVV
+84.0%
-44.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.4% | +0.2% |
| 7D | -12.0% | -16.7% | +4.7% | -0.8% |
| 30D | +0.3% | -1.5% | +1.8% | +1.1% |
| 3M | -1.6% | +1.6% | -3.2% | -3.1% |
| 6M | -20.5% | +2.0% | -22.5% | -22.4% |
| YTD | +14.2% | +56.8% | -42.6% | -17.3% |
| 1Y | +18.9% | +64.8% | -46.0% | -17.2% |
| 3Y | -13.7% | +38.3% | -52.0% | -34.1% |
| All | +39.7% | +84.0% | -44.3% | -14.4% |
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