+189.8%
HOOD vs OVV
+160.2%
+29.7%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.7% | -0.3% | -1.5% |
| 7D | +17.1% | +0.3% | +16.9% | +16.9% |
| 30D | +31.6% | +11.7% | +19.9% | +26.1% |
| 3M | +38.2% | +9.8% | +28.4% | +32.3% |
| 6M | +48.5% | +26.6% | +22.0% | +32.2% |
| YTD | +8.0% | +67.0% | -59.1% | -14.4% |
| 1Y | +18.7% | +55.9% | -37.3% | -4.0% |
| 3Y | +999.1% | +45.5% | +953.6% | +786.1% |
| All | +189.8% | +160.2% | +29.7% | +76.3% |
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 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