+56.7%
HST vs OVV
+75.5%
-18.8%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.8% | 0.0% |
| 7D | +3.6% | +8.0% | -4.5% | +4.0% |
| 30D | +11.2% | -2.0% | +13.2% | +11.0% |
| 3M | +13.1% | +5.4% | +7.7% | +13.6% |
| 6M | +23.9% | +14.3% | +9.6% | +25.1% |
| YTD | +52.3% | +69.4% | -17.1% | +41.8% |
| 1Y | +56.7% | +72.4% | -15.7% | +45.5% |
| All | +56.7% | +75.5% | -18.8% | +45.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling