+534.6%
HAL vs OVV
+162.8%
+371.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +9.6% |
| 3M | -9.7% | +9.8% | -19.4% | -14.8% |
| 6M | +8.6% | +26.6% | -17.9% | -6.3% |
| YTD | +33.0% | +67.0% | -34.0% | -3.0% |
| 1Y | +68.3% | +55.9% | +12.4% | +27.2% |
| 3Y | +0.1% | +45.5% | -45.4% | -22.4% |
| 5Y | +102.6% | +157.3% | -54.7% | +8.2% |
| 10Y | +3.8% | +65.0% | -61.2% | -56.1% |
| All | +534.6% | +162.8% | +371.8% | +8.6% |
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