+1,509.2%
JBL vs OVV
+55.1%
+1,454.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.4% |
| 7D | +4.0% | -3.8% | +7.8% | +4.9% |
| 30D | -7.5% | +1.3% | -8.8% | -7.8% |
| 3M | -14.1% | +14.3% | -28.4% | -17.1% |
| 6M | +25.9% | +21.1% | +4.8% | +19.1% |
| YTD | +36.7% | +66.0% | -29.4% | +20.0% |
| 1Y | +49.0% | +59.3% | -10.3% | +31.6% |
| 3Y | +191.8% | +47.6% | +144.2% | +157.4% |
| 5Y | +409.8% | +162.0% | +247.8% | +278.9% |
| 10Y | +1,509.2% | +56.5% | +1,452.7% | +815.3% |
| All | +1,509.2% | +55.1% | +1,454.1% | +815.3% |
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