+1,658.7%
HCA vs OVV
-39.4%
+1,698.1%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.7% | -0.7% |
| 7D | -3.1% | +0.3% | -3.3% | -3.1% |
| 30D | -1.1% | +11.7% | -12.9% | -3.0% |
| 3M | +12.2% | +9.8% | +2.4% | +10.0% |
| 6M | -25.3% | +26.6% | -51.9% | -28.8% |
| YTD | -12.9% | +67.0% | -80.0% | -20.8% |
| 1Y | -0.9% | +55.9% | -56.9% | -9.3% |
| 3Y | +47.6% | +45.5% | +2.1% | +33.4% |
| 5Y | +67.0% | +157.3% | -90.4% | +31.0% |
| 10Y | +471.4% | +65.0% | +406.4% | +267.7% |
| All | +1,658.7% | -39.4% | +1,698.1% | +1,480.2% |
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 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