+302.5%
HST vs OVV
+162.8%
+139.7%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.0% | +0.8% |
| 7D | -1.0% | +0.3% | -1.3% | -1.1% |
| 30D | -12.3% | +11.7% | -24.0% | -15.4% |
| 3M | -6.4% | +9.8% | -16.2% | -9.7% |
| 6M | +15.0% | +26.6% | -11.6% | +5.1% |
| YTD | +30.5% | +67.0% | -36.5% | +9.1% |
| 1Y | +35.7% | +55.9% | -20.3% | +15.3% |
| 3Y | +68.4% | +45.5% | +22.9% | +41.5% |
| 5Y | +73.1% | +157.3% | -84.2% | +12.8% |
| 10Y | +92.7% | +65.0% | +27.7% | -1.9% |
| All | +302.5% | +162.8% | +139.7% | +105.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling