+1,232.5%
LOW vs OVV
+162.8%
+1,069.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.7% | +3.0% | +1.5% |
| 7D | -1.7% | +0.3% | -2.0% | -1.8% |
| 30D | -7.0% | +11.7% | -18.8% | -8.7% |
| 3M | -0.9% | +9.8% | -10.7% | -2.8% |
| 6M | -20.1% | +26.6% | -46.6% | -23.7% |
| YTD | -13.9% | +67.0% | -80.9% | -21.5% |
| 1Y | -21.1% | +55.9% | -77.1% | -27.5% |
| 3Y | -6.6% | +45.5% | -52.1% | -15.0% |
| 5Y | +9.4% | +157.3% | -148.0% | -13.1% |
| 10Y | +220.5% | +65.0% | +155.5% | +112.1% |
| All | +1,232.5% | +162.8% | +1,069.7% | +509.8% |
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 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