-24.9%
LOW vs OVV
+57.1%
-82.1%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -2.0% |
| 7D | +0.4% | -3.7% | +4.1% | -0.3% |
| 30D | -10.1% | +8.0% | -18.1% | -8.8% |
| 3M | -2.9% | +11.3% | -14.1% | -0.5% |
| 6M | -19.4% | +24.0% | -43.4% | -18.4% |
| YTD | -15.4% | +65.3% | -80.8% | -17.3% |
| 1Y | -24.9% | +60.2% | -85.1% | -26.4% |
| All | -24.9% | +57.1% | -82.1% | -26.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling