-27.5%
KVUE vs OVV
+89.4%
-116.9%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.7% | +3.4% | +1.8% |
| 7D | +0.6% | -7.9% | +8.5% | +1.0% |
| 30D | +0.7% | +3.6% | -2.9% | +0.4% |
| 3M | -5.8% | +27.1% | -32.9% | -7.8% |
| 6M | +6.0% | +53.9% | -47.9% | +2.3% |
| YTD | +2.4% | +49.0% | -46.6% | -0.9% |
| 1Y | -24.1% | +56.7% | -80.8% | -26.9% |
| 3Y | -26.4% | +92.2% | -118.6% | -31.5% |
| All | -27.5% | +89.4% | -116.9% | -32.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling