+117.4%
INTC vs OVV
+57.6%
+59.8%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.2% | -4.3% | -2.4% |
| 7D | +17.1% | +6.5% | +10.6% | +15.9% |
| 30D | -40.5% | -2.7% | -37.8% | -40.3% |
| 3M | -39.4% | +3.1% | -42.5% | -39.9% |
| 6M | -49.3% | +12.8% | -62.1% | -50.7% |
| YTD | +65.9% | +68.1% | -2.3% | +49.3% |
| 1Y | +61.5% | +73.6% | -12.1% | +44.5% |
| 3Y | +59.6% | +57.6% | +2.0% | +43.6% |
| 5Y | +31.2% | +104.5% | -73.4% | +10.3% |
| All | +117.4% | +57.6% | +59.8% | +54.9% |
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