+172.9%
KEY vs OVV
+63.7%
+109.2%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.0% | +0.8% |
| 7D | +2.2% | +0.3% | +1.9% | +2.1% |
| 30D | -3.0% | +11.7% | -14.8% | -6.5% |
| 3M | +3.3% | +9.8% | -6.5% | -0.4% |
| 6M | +9.2% | +26.6% | -17.4% | -0.2% |
| YTD | +10.6% | +67.0% | -56.4% | -7.7% |
| 1Y | +20.4% | +55.9% | -35.5% | +2.1% |
| 3Y | +121.8% | +45.5% | +76.3% | +87.7% |
| 5Y | +41.1% | +157.3% | -116.2% | -6.1% |
| All | +172.9% | +63.7% | +109.2% | +23.5% |
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