+554.8%
MA vs OVV
+48.9%
+505.9%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -0.3% | -10.7% | +10.4% | +1.3% |
| 30D | +11.3% | -5.3% | +16.6% | +12.0% |
| 3M | +16.7% | +2.4% | +14.3% | +15.8% |
| 6M | +32.8% | +5.7% | +27.1% | +30.8% |
| YTD | +15.6% | +56.8% | -41.1% | +6.3% |
| 1Y | +19.6% | +59.3% | -39.7% | +9.5% |
| 3Y | +72.1% | +49.0% | +23.1% | +56.1% |
| 5Y | +96.0% | +88.1% | +7.9% | +64.8% |
| 10Y | +554.8% | +42.5% | +512.2% | +329.9% |
| All | +554.8% | +48.9% | +505.9% | +329.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling