+38.7%
KMB vs OVV
+48.9%
-10.2%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | 0.0% | +3.3% | +3.2% |
| 7D | +3.4% | -10.7% | +14.1% | +3.5% |
| 30D | +14.7% | -5.3% | +20.0% | +14.7% |
| 3M | +3.3% | +2.4% | +0.9% | +3.2% |
| 6M | +16.8% | +5.7% | +11.2% | +16.6% |
| YTD | +15.2% | +56.8% | -41.5% | +14.2% |
| 1Y | +13.3% | +59.3% | -46.0% | +12.2% |
| 3Y | +5.4% | +49.0% | -43.5% | +4.3% |
| 5Y | +2.7% | +88.1% | -85.4% | +0.3% |
| 10Y | +38.7% | +42.5% | -3.9% | +22.3% |
| All | +38.7% | +48.9% | -10.2% | +22.3% |
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 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