+25.9%
HD vs OVV
+34.1%
-8.2%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.8% |
| 7D | +4.3% | -16.7% | +21.0% | +4.9% |
| 30D | +20.2% | -1.5% | +21.7% | +19.9% |
| 3M | -1.0% | +1.6% | -2.6% | -1.4% |
| 6M | +7.9% | +2.0% | +5.9% | +7.4% |
| YTD | +2.0% | +56.8% | -54.8% | -4.7% |
| 1Y | -4.3% | +64.8% | -69.1% | -11.3% |
| 3Y | +25.9% | +38.3% | -12.3% | +20.3% |
| All | +25.9% | +34.1% | -8.2% | +20.3% |
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