+1,422.3%
LOW vs OVV
+146.6%
+1,275.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | 0.0% | +3.4% | +3.4% |
| 7D | +6.4% | -10.7% | +17.1% | +8.1% |
| 30D | +25.6% | -5.3% | +30.9% | +26.3% |
| 3M | +4.6% | +2.4% | +2.2% | +3.7% |
| 6M | +2.5% | +5.7% | -3.1% | +0.7% |
| YTD | -1.6% | +56.8% | -58.4% | -9.8% |
| 1Y | +1.7% | +59.3% | -57.5% | -7.0% |
| 3Y | +29.4% | +49.0% | -19.5% | +17.2% |
| 5Y | +9.6% | +88.1% | -78.5% | -8.4% |
| 10Y | +313.3% | +42.5% | +270.8% | +180.5% |
| All | +1,422.3% | +146.6% | +1,275.7% | +600.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling