-36.7%
LVS vs OVV
+61.3%
-98.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.8% | -0.2% | +1.8% |
| 7D | +6.7% | -7.3% | +14.0% | +5.9% |
| 30D | +13.8% | -3.6% | +17.3% | +13.0% |
| 3M | -9.5% | -2.6% | -6.8% | -9.9% |
| 6M | -22.0% | +7.6% | -29.6% | -22.0% |
| YTD | -35.7% | +59.6% | -95.3% | -37.2% |
| 1Y | -36.7% | +62.2% | -98.9% | -38.1% |
| All | -36.7% | +61.3% | -98.0% | -38.1% |
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