+82.3%
HST vs OVV
+107.0%
-24.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.8% | -0.3% |
| 7D | +3.6% | +8.0% | -4.5% | +1.7% |
| 30D | +11.2% | -2.0% | +13.2% | +11.4% |
| 3M | +13.1% | +5.4% | +7.7% | +11.2% |
| 6M | +23.9% | +14.3% | +9.6% | +18.6% |
| YTD | +52.3% | +69.4% | -17.1% | +29.7% |
| 1Y | +56.7% | +72.4% | -15.7% | +32.5% |
| 3Y | +87.5% | +58.4% | +29.1% | +57.5% |
| All | +82.3% | +107.0% | -24.7% | +34.0% |
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