+219.1%
JNJ vs OVV
+57.6%
+161.5%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.2% | -1.1% | +1.0% |
| 7D | +4.1% | +6.5% | -2.4% | +3.8% |
| 30D | +14.0% | -2.7% | +16.7% | +14.1% |
| 3M | +9.2% | +3.1% | +6.1% | +9.0% |
| 6M | +27.8% | +12.8% | +15.0% | +26.9% |
| YTD | +39.2% | +68.1% | -28.9% | +35.8% |
| 1Y | +49.1% | +73.6% | -24.5% | +45.2% |
| 3Y | +109.7% | +57.6% | +52.1% | +103.5% |
| 5Y | +97.6% | +104.5% | -7.0% | +86.4% |
| All | +219.1% | +57.6% | +161.5% | +170.2% |
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