+1,150.1%
JBL vs OVV
+46.5%
+1,103.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.8% | -2.9% | -1.5% |
| 7D | -8.1% | -7.3% | -0.8% | -6.5% |
| 30D | -18.4% | -3.6% | -14.9% | -17.8% |
| 3M | -25.8% | -2.6% | -23.1% | -25.6% |
| 6M | -29.6% | +7.6% | -37.2% | -31.4% |
| YTD | +9.6% | +59.6% | -50.0% | -3.2% |
| 1Y | +14.1% | +62.2% | -48.1% | +0.2% |
| 3Y | +95.9% | +49.6% | +46.3% | +72.2% |
| 5Y | +298.3% | +98.9% | +199.4% | +213.8% |
| 10Y | +1,150.1% | +45.1% | +1,104.9% | +623.0% |
| All | +1,150.1% | +46.5% | +1,103.6% | +623.0% |
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