-18.0%
KVUE vs OVV
+139.1%
-157.1%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.9% | +94.3% | -74.4% | +3.9% |
| 7D | +19.9% | +94.3% | -74.4% | +3.9% |
| 30D | +19.9% | +94.3% | -74.4% | +3.9% |
| 3M | +19.9% | +94.3% | -74.4% | +3.9% |
| 6M | +19.9% | +94.3% | -74.4% | +3.9% |
| YTD | +19.9% | +94.3% | -74.4% | +3.9% |
| 1Y | +42.1% | +101.4% | -59.3% | +22.8% |
| 3Y | +17.3% | +65.5% | -48.2% | +0.9% |
| All | -18.0% | +139.1% | -157.1% | -31.6% |
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