+417.5%
LIN vs OVV
+50.1%
+367.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -1.1% |
| 7D | +0.2% | -16.7% | +16.9% | +2.5% |
| 30D | +6.5% | -1.5% | +8.0% | +6.5% |
| 3M | +5.5% | +1.6% | +3.9% | +5.0% |
| 6M | +3.3% | +2.0% | +1.3% | +2.5% |
| YTD | +22.0% | +56.8% | -34.8% | +14.1% |
| 1Y | +25.7% | +64.8% | -39.1% | +16.6% |
| 3Y | +36.2% | +38.3% | -2.0% | +27.0% |
| 5Y | +66.1% | +84.9% | -18.8% | +44.8% |
| All | +417.5% | +50.1% | +367.4% | +286.7% |
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