+83.1%
KEYS vs OVV
+162.0%
-78.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -0.8% |
| 7D | +2.9% | -3.8% | +6.7% | +3.6% |
| 30D | -1.3% | +1.3% | -2.6% | -1.6% |
| 3M | -0.1% | +14.3% | -14.5% | -3.0% |
| 6M | +17.4% | +21.1% | -3.7% | +12.0% |
| YTD | +62.9% | +66.0% | -3.1% | +45.3% |
| 1Y | +95.7% | +59.3% | +36.5% | +75.5% |
| 3Y | +150.2% | +47.6% | +102.6% | +122.7% |
| 5Y | +83.1% | +162.0% | -78.9% | +44.8% |
| All | +83.1% | +162.0% | -78.9% | +44.8% |
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