+233.8%
LOW vs OVV
+55.1%
+178.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.5% | -1.2% |
| 7D | -0.6% | -3.8% | +3.2% | -0.1% |
| 30D | -9.3% | +1.3% | -10.5% | -9.5% |
| 3M | -8.1% | +14.3% | -22.4% | -10.1% |
| 6M | -19.8% | +21.1% | -40.9% | -22.5% |
| YTD | -16.4% | +66.0% | -82.4% | -23.0% |
| 1Y | -24.7% | +59.3% | -83.9% | -30.4% |
| 3Y | -8.8% | +47.6% | -56.4% | -16.3% |
| 5Y | +7.8% | +162.0% | -154.2% | -12.6% |
| 10Y | +233.8% | +56.5% | +177.3% | +120.7% |
| All | +233.8% | +55.1% | +178.7% | +120.7% |
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