+237.9%
INTU vs OVV
+46.5%
+191.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.2% | +0.4% |
| 7D | -1.2% | -7.3% | +6.0% | -0.4% |
| 30D | +12.4% | -3.6% | +16.0% | +12.7% |
| 3M | +2.3% | -2.6% | +4.9% | +2.4% |
| 6M | -13.3% | +7.6% | -20.9% | -14.4% |
| YTD | -47.9% | +59.6% | -107.5% | -51.2% |
| 1Y | -47.2% | +62.2% | -109.4% | -50.7% |
| 3Y | -33.9% | +49.6% | -83.5% | -38.7% |
| 5Y | -41.3% | +98.9% | -140.3% | -48.3% |
| 10Y | +237.9% | +45.1% | +192.7% | +153.7% |
| All | +237.9% | +46.5% | +191.4% | +153.7% |
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