-24.6%
KVUE vs OVV
+111.0%
-135.6%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.4% | -3.9% | -3.5% |
| 7D | -7.2% | -3.8% | -3.4% | -7.1% |
| 30D | -5.7% | +1.3% | -7.0% | -5.7% |
| 3M | +0.2% | +14.3% | -14.2% | -0.4% |
| 6M | 0.0% | +21.1% | -21.1% | -1.3% |
| YTD | +6.5% | +66.0% | -59.5% | +2.5% |
| 1Y | -1.4% | +59.3% | -60.7% | -5.0% |
| 3Y | -5.6% | +47.6% | -53.2% | -9.9% |
| All | -24.6% | +111.0% | -135.6% | -30.3% |
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 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