+71.6%
HST vs OVV
+84.0%
-12.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.1% |
| 7D | -2.7% | -16.7% | +14.0% | +1.4% |
| 30D | +10.7% | -1.5% | +12.2% | +10.8% |
| 3M | +6.3% | +1.6% | +4.7% | +5.2% |
| 6M | +19.0% | +2.0% | +16.9% | +17.0% |
| YTD | +47.0% | +56.8% | -9.8% | +27.6% |
| 1Y | +53.4% | +64.8% | -11.4% | +31.0% |
| 3Y | +78.0% | +38.3% | +39.7% | +54.6% |
| All | +71.6% | +84.0% | -12.5% | +31.3% |
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