+58.2%
HCA vs OVV
+51.8%
+6.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.4% | -0.1% |
| 7D | +2.9% | -2.9% | +5.8% | +3.0% |
| 30D | +2.4% | +0.9% | +1.5% | +2.4% |
| 3M | +13.0% | +11.0% | +2.0% | +12.7% |
| 6M | -21.4% | +22.3% | -43.7% | -22.1% |
| YTD | -9.5% | +65.1% | -74.5% | -12.0% |
| 1Y | +7.5% | +53.1% | -45.6% | +5.0% |
| All | +58.2% | +51.8% | +6.5% | +53.5% |
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