+423.5%
LIN vs OVV
+51.1%
+372.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.9% | +2.2% | -0.3% |
| 7D | +3.6% | -14.9% | +18.5% | +5.6% |
| 30D | +6.4% | -0.9% | +7.3% | +6.4% |
| 3M | +6.5% | +5.6% | +0.9% | +5.5% |
| 6M | +4.9% | -2.5% | +7.3% | +4.6% |
| YTD | +23.4% | +57.8% | -34.4% | +15.3% |
| 1Y | +26.3% | +70.1% | -43.8% | +16.7% |
| 3Y | +38.0% | +35.1% | +2.9% | +29.0% |
| 5Y | +68.0% | +86.1% | -18.1% | +46.3% |
| All | +423.5% | +51.1% | +372.4% | +290.8% |
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