+30.5%
JD vs OVV
+50.1%
-19.6%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.3% | +1.7% |
| 7D | +13.4% | -16.7% | +30.0% | +16.1% |
| 30D | +7.7% | -1.5% | +9.2% | +7.7% |
| 3M | -11.3% | +1.6% | -12.8% | -11.8% |
| 6M | -5.1% | +2.0% | -7.2% | -6.0% |
| YTD | +5.0% | +56.8% | -51.8% | -2.7% |
| 1Y | -5.6% | +64.8% | -70.5% | -13.4% |
| 3Y | +17.8% | +38.3% | -20.5% | +9.3% |
| 5Y | -57.2% | +84.9% | -142.1% | -62.6% |
| All | +30.5% | +50.1% | -19.6% | +4.8% |
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