+236.7%
INTU vs OVV
+58.9%
+177.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.3% | +0.4% |
| 7D | +0.1% | +8.0% | -8.0% | -0.9% |
| 30D | +10.1% | -2.0% | +12.1% | +10.2% |
| 3M | -4.2% | +5.4% | -9.6% | -5.0% |
| 6M | -7.2% | +14.3% | -21.5% | -9.1% |
| YTD | -47.7% | +69.4% | -117.1% | -51.4% |
| 1Y | -46.7% | +72.4% | -119.1% | -50.7% |
| 3Y | -34.1% | +58.4% | -92.4% | -39.3% |
| 5Y | -43.3% | +106.1% | -149.4% | -50.2% |
| All | +236.7% | +58.9% | +177.9% | +150.5% |
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