-16.4%
LVS vs OVV
+57.1%
-73.5%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.9% |
| 7D | +0.3% | -3.7% | +4.0% | +0.3% |
| 30D | -3.9% | +8.0% | -11.9% | -3.9% |
| 3M | -12.9% | +11.3% | -24.1% | -12.8% |
| 6M | -16.9% | +24.0% | -40.9% | -18.1% |
| YTD | -31.2% | +65.3% | -96.6% | -34.2% |
| 1Y | -16.4% | +60.2% | -76.6% | -22.0% |
| All | -16.4% | +57.1% | -73.5% | -22.0% |
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