-2.6%
HD vs OVV
+61.3%
-63.9%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.8% | -2.5% | -0.3% |
| 7D | +5.2% | -7.3% | +12.5% | +3.4% |
| 30D | +20.7% | -3.6% | +24.3% | +19.7% |
| 3M | +0.8% | -2.6% | +3.4% | +0.3% |
| 6M | +12.2% | +7.6% | +4.6% | +15.3% |
| YTD | +4.2% | +59.6% | -55.4% | +3.0% |
| 1Y | -2.6% | +62.2% | -64.8% | -4.2% |
| All | -2.6% | +61.3% | -63.9% | -4.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling