+584.1%
MA vs OVV
+57.6%
+526.5%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.5% | -1.6% |
| 7D | -0.5% | +6.5% | -7.0% | -1.5% |
| 30D | +7.9% | -2.7% | +10.6% | +8.1% |
| 3M | +16.8% | +3.1% | +13.6% | +15.9% |
| 6M | +31.0% | +12.8% | +18.2% | +27.7% |
| YTD | +15.0% | +68.1% | -53.1% | +4.7% |
| 1Y | +17.0% | +73.6% | -56.6% | +5.8% |
| 3Y | +68.5% | +57.6% | +10.9% | +51.5% |
| 5Y | +85.0% | +104.5% | -19.6% | +53.5% |
| All | +584.1% | +57.6% | +526.5% | +344.8% |
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 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