+5.6%
LOW vs OVV
+84.0%
-78.4%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.5% | -1.1% |
| 7D | +7.4% | -16.7% | +24.1% | +9.0% |
| 30D | +24.5% | -1.5% | +26.0% | +24.3% |
| 3M | +3.5% | +1.6% | +1.9% | +2.9% |
| 6M | -2.6% | +2.0% | -4.6% | -3.4% |
| YTD | -4.8% | +56.8% | -61.7% | -11.2% |
| 1Y | -0.8% | +64.8% | -65.6% | -8.2% |
| 3Y | +22.8% | +38.3% | -15.5% | +14.4% |
| All | +5.6% | +84.0% | -78.4% | -8.3% |
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