+12.9%
KEY vs OVV
+88.6%
-75.7%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.9% | +0.1% | -1.9% |
| 7D | -2.5% | -14.9% | +12.4% | +2.0% |
| 30D | +4.1% | -0.9% | +5.0% | +3.9% |
| 3M | -8.4% | +5.6% | -13.9% | -10.5% |
| 6M | -2.3% | -2.5% | +0.2% | -2.9% |
| YTD | +4.6% | +57.8% | -53.3% | -12.3% |
| 1Y | +24.6% | +70.1% | -45.5% | +1.6% |
| 3Y | +112.8% | +35.1% | +77.6% | +81.6% |
| 5Y | +12.9% | +86.1% | -73.2% | -17.3% |
| All | +12.9% | +88.6% | -75.7% | -17.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling