+253.8%
INTC vs OVV
+54.2%
+199.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -1.0% | +10.1% | +9.2% |
| 7D | +17.4% | -3.7% | +21.1% | +18.1% |
| 30D | +2.8% | +8.0% | -5.2% | +1.3% |
| 3M | -5.3% | +11.3% | -16.5% | -7.5% |
| 6M | +140.6% | +24.0% | +116.6% | +129.7% |
| YTD | +183.1% | +65.3% | +117.8% | +156.8% |
| 1Y | +326.8% | +60.2% | +266.6% | +288.5% |
| 3Y | +179.4% | +46.9% | +132.5% | +154.7% |
| 5Y | +111.7% | +158.7% | -47.0% | +72.8% |
| 10Y | +253.8% | +50.8% | +203.0% | +145.0% |
| All | +253.8% | +54.2% | +199.6% | +145.0% |
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