+8.4%
LOW vs OVV
+153.1%
-144.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -1.7% |
| 7D | +0.4% | -3.7% | +4.1% | +0.7% |
| 30D | -10.1% | +8.0% | -18.1% | -10.8% |
| 3M | -2.9% | +11.3% | -14.1% | -4.1% |
| 6M | -19.4% | +24.0% | -43.4% | -21.9% |
| YTD | -15.4% | +65.3% | -80.8% | -21.2% |
| 1Y | -24.9% | +60.2% | -85.1% | -29.9% |
| 3Y | -7.8% | +46.9% | -54.8% | -14.5% |
| 5Y | +8.4% | +158.7% | -150.3% | -11.8% |
| All | +8.4% | +153.1% | -144.7% | -11.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling