+361.3%
LIN vs OVV
+63.7%
+297.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.8% | -0.7% |
| 7D | -2.1% | +0.3% | -2.4% | -2.2% |
| 30D | -2.4% | +11.7% | -14.2% | -3.9% |
| 3M | -5.6% | +9.8% | -15.4% | -6.9% |
| 6M | -3.4% | +26.6% | -30.0% | -6.8% |
| YTD | +13.1% | +67.0% | -53.9% | +5.1% |
| 1Y | +2.5% | +55.9% | -53.5% | -4.2% |
| 3Y | +27.6% | +45.5% | -17.9% | +18.3% |
| 5Y | +63.0% | +157.3% | -94.3% | +36.3% |
| All | +361.3% | +63.7% | +297.6% | +231.3% |
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 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