+1,130.2%
HD vs OVV
+148.3%
+981.9%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.9% | +1.3% | -1.2% |
| 7D | +6.4% | -14.9% | +21.3% | +8.5% |
| 30D | +22.1% | -0.9% | +23.0% | +22.0% |
| 3M | -0.2% | +5.6% | -5.8% | -1.3% |
| 6M | +12.6% | -2.5% | +15.1% | +12.1% |
| YTD | +3.9% | +57.8% | -53.9% | -3.8% |
| 1Y | -3.7% | +70.1% | -73.8% | -11.9% |
| 3Y | +27.9% | +35.1% | -7.3% | +18.7% |
| 5Y | +7.8% | +86.1% | -78.3% | -7.7% |
| 10Y | +269.4% | +55.5% | +213.8% | +160.0% |
| All | +1,130.2% | +148.3% | +981.9% | +450.8% |
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 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