+37.8%
KMB vs OVV
+51.8%
-14.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.0% | -4.8% | -1.7% |
| 7D | +0.1% | +1.2% | -1.2% | 0.0% |
| 30D | +10.2% | -2.5% | +12.7% | +10.2% |
| 3M | +1.5% | +0.5% | +1.0% | +1.4% |
| 6M | +16.6% | +8.5% | +8.2% | +16.4% |
| YTD | +12.1% | +64.5% | -52.4% | +11.0% |
| 1Y | +11.1% | +64.7% | -53.6% | +10.0% |
| 3Y | +1.9% | +54.1% | -52.2% | +0.8% |
| 5Y | -1.3% | +95.4% | -96.7% | -3.6% |
| 10Y | +37.8% | +54.9% | -17.2% | +22.0% |
| All | +37.8% | +51.8% | -14.0% | +22.0% |
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