+109.3%
INTC vs OVV
+48.9%
+60.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | 0.0% | +5.5% | +5.5% |
| 7D | -1.0% | -10.7% | +9.7% | +0.9% |
| 30D | -43.3% | -5.3% | -38.0% | -42.8% |
| 3M | -41.6% | +2.4% | -44.0% | -42.1% |
| 6M | -52.5% | +5.7% | -58.1% | -53.4% |
| YTD | +60.9% | +56.8% | +4.1% | +46.5% |
| 1Y | +55.7% | +59.3% | -3.6% | +41.2% |
| 3Y | +59.2% | +49.0% | +10.2% | +44.5% |
| 5Y | +25.0% | +88.1% | -63.1% | +6.5% |
| 10Y | +109.3% | +42.5% | +66.7% | +50.0% |
| All | +109.3% | +48.9% | +60.4% | +50.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling