+135.8%
HOOD vs OVV
+92.4%
+43.4%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.8% | -4.2% | -3.0% |
| 7D | -5.1% | -7.3% | +2.2% | -2.7% |
| 30D | -25.4% | -3.6% | -21.8% | -24.9% |
| 3M | -14.0% | -2.6% | -11.3% | -14.0% |
| 6M | +5.6% | +7.6% | -2.0% | +0.7% |
| YTD | -28.1% | +59.6% | -87.7% | -42.6% |
| 1Y | -40.1% | +62.2% | -102.4% | -52.6% |
| 3Y | +888.2% | +49.6% | +838.6% | +686.5% |
| 5Y | +135.8% | +98.9% | +36.9% | +59.4% |
| All | +135.8% | +92.4% | +43.4% | +59.4% |
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