+1.0%
KVUE vs OVV
+57.8%
-56.9%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.2% |
| 7D | -6.1% | -2.9% | -3.2% | -6.3% |
| 30D | -5.6% | +0.9% | -6.4% | -5.5% |
| 3M | -0.3% | +11.0% | -11.4% | +0.2% |
| 6M | +1.4% | +22.3% | -20.9% | 0.0% |
| YTD | +6.7% | +65.1% | -58.3% | +0.3% |
| 1Y | +1.0% | +53.1% | -52.2% | -7.0% |
| All | +1.0% | +57.8% | -56.9% | -7.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling