+164.7%
HLT vs OVV
+107.0%
+57.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | 0.0% |
| 7D | +0.7% | +8.0% | -7.3% | -0.6% |
| 30D | +13.7% | -2.0% | +15.8% | +13.9% |
| 3M | +16.3% | +5.4% | +10.9% | +14.9% |
| 6M | +19.9% | +14.3% | +5.6% | +16.2% |
| YTD | +30.1% | +69.4% | -39.4% | +15.2% |
| 1Y | +38.5% | +72.4% | -33.9% | +22.0% |
| 3Y | +131.0% | +58.4% | +72.7% | +101.8% |
| All | +164.7% | +107.0% | +57.7% | +107.2% |
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 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