+117.9%
KEY vs OVV
+50.1%
+67.8%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.3% |
| 7D | -1.3% | -16.7% | +15.4% | +4.2% |
| 30D | +5.1% | -1.5% | +6.6% | +5.2% |
| 3M | -7.1% | +1.6% | -8.7% | -8.2% |
| 6M | -4.4% | +2.0% | -6.4% | -6.3% |
| YTD | +4.0% | +56.8% | -52.8% | -12.1% |
| 1Y | +23.4% | +64.8% | -41.4% | +2.3% |
| 3Y | +113.9% | +38.3% | +75.6% | +83.0% |
| 5Y | +12.3% | +84.9% | -72.6% | -17.8% |
| All | +117.9% | +50.1% | +67.8% | -0.5% |
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