+1,148.2%
JBL vs OVV
+58.9%
+1,089.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.8% | -3.0% | -2.4% |
| 7D | +6.3% | +8.0% | -1.7% | +4.5% |
| 30D | -13.5% | -2.0% | -11.5% | -13.2% |
| 3M | -31.3% | +5.4% | -36.8% | -32.4% |
| 6M | -28.4% | +14.3% | -42.7% | -31.2% |
| YTD | +11.6% | +69.4% | -57.8% | -2.7% |
| 1Y | +26.1% | +72.4% | -46.2% | +9.4% |
| 3Y | +97.4% | +58.4% | +39.0% | +71.3% |
| 5Y | +301.0% | +106.1% | +194.9% | +213.4% |
| All | +1,148.2% | +58.9% | +1,089.4% | +610.0% |
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