+254.2%
HD vs OVV
+50.1%
+204.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.8% |
| 7D | +4.3% | -16.7% | +21.0% | +6.2% |
| 30D | +20.2% | -1.5% | +21.7% | +20.2% |
| 3M | -1.0% | +1.6% | -2.6% | -1.5% |
| 6M | +7.9% | +2.0% | +5.9% | +7.0% |
| YTD | +2.0% | +56.8% | -54.8% | -4.2% |
| 1Y | -4.3% | +64.8% | -69.1% | -10.7% |
| 3Y | +25.9% | +38.3% | -12.3% | +18.2% |
| 5Y | +5.8% | +84.9% | -79.1% | -6.5% |
| All | +254.2% | +50.1% | +204.1% | +153.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling