+553.1%
MA vs OVV
+50.1%
+503.0%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.4% |
| 7D | +2.3% | -16.7% | +19.0% | +5.0% |
| 30D | +14.7% | -1.5% | +16.2% | +14.7% |
| 3M | +13.5% | +1.6% | +11.9% | +12.8% |
| 6M | +33.1% | +2.0% | +31.1% | +31.8% |
| YTD | +15.1% | +56.8% | -41.7% | +5.8% |
| 1Y | +18.7% | +64.8% | -46.1% | +8.1% |
| 3Y | +72.1% | +38.3% | +33.8% | +57.9% |
| 5Y | +92.8% | +84.9% | +7.9% | +62.5% |
| All | +553.1% | +50.1% | +503.0% | +325.7% |
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