+6.9%
IR vs OVV
+67.1%
-60.1%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +1.3% |
| 7D | +3.7% | -16.7% | +20.3% | +1.1% |
| 30D | +7.4% | -1.5% | +8.9% | +7.2% |
| 3M | -5.9% | +1.6% | -7.5% | -5.5% |
| 6M | +5.6% | +2.0% | +3.5% | +6.8% |
| YTD | +4.8% | +56.8% | -52.0% | -1.4% |
| 1Y | +6.9% | +64.8% | -57.9% | +0.6% |
| All | +6.9% | +67.1% | -60.1% | +0.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling