+207.8%
JNJ vs OVV
+48.9%
+158.9%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.2% | +2.1% |
| 7D | +4.3% | -10.7% | +15.0% | +4.7% |
| 30D | +7.9% | -5.3% | +13.2% | +8.1% |
| 3M | +9.4% | +2.4% | +7.0% | +9.1% |
| 6M | +28.8% | +5.7% | +23.2% | +28.3% |
| YTD | +38.5% | +56.8% | -18.2% | +35.5% |
| 1Y | +54.6% | +59.3% | -4.7% | +51.1% |
| 3Y | +108.4% | +49.0% | +59.4% | +102.7% |
| 5Y | +99.6% | +88.1% | +11.5% | +89.0% |
| 10Y | +207.8% | +42.5% | +165.2% | +159.4% |
| All | +207.8% | +48.9% | +158.9% | +159.4% |
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