+417.3%
LIN vs OVV
+48.9%
+368.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +0.1% | -10.7% | +10.9% | +1.5% |
| 30D | +7.6% | -5.3% | +12.9% | +8.2% |
| 3M | +6.5% | +2.4% | +4.2% | +5.9% |
| 6M | +6.2% | +5.7% | +0.5% | +4.9% |
| YTD | +23.2% | +56.8% | -33.5% | +15.2% |
| 1Y | +25.4% | +59.3% | -33.9% | +16.9% |
| 3Y | +38.3% | +49.0% | -10.7% | +27.7% |
| 5Y | +64.4% | +88.1% | -23.7% | +43.0% |
| 10Y | +417.3% | +42.5% | +374.8% | +287.1% |
| All | +417.3% | +48.9% | +368.5% | +287.1% |
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