+113.0%
HOOD vs OVV
+84.0%
+29.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.6% | +3.9% | +3.4% |
| 7D | -4.8% | -16.7% | +11.9% | +1.1% |
| 30D | -26.1% | -1.5% | -24.6% | -26.2% |
| 3M | -10.8% | +1.6% | -12.4% | -12.2% |
| 6M | +2.4% | +2.0% | +0.3% | -0.5% |
| YTD | -28.5% | +56.8% | -85.3% | -42.6% |
| 1Y | -36.3% | +64.8% | -101.2% | -50.0% |
| 3Y | +743.7% | +38.3% | +705.4% | +588.5% |
| All | +113.0% | +84.0% | +29.0% | +45.8% |
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 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