+244.2%
HL vs OVV
+160.2%
+84.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.7% | -0.8% | -1.9% |
| 7D | +1.5% | +0.3% | +1.2% | +1.3% |
| 30D | +25.1% | +11.7% | +13.3% | +20.4% |
| 3M | +22.9% | +9.8% | +13.1% | +18.2% |
| 6M | -4.9% | +26.6% | -31.5% | -14.6% |
| YTD | +7.8% | +67.0% | -59.2% | -12.7% |
| 1Y | +133.9% | +55.9% | +78.0% | +93.0% |
| 3Y | +380.9% | +45.5% | +335.4% | +293.3% |
| All | +244.2% | +160.2% | +84.0% | +135.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling