+19.4%
MA vs OVV
+58.4%
-39.1%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +10.6% |
| 3M | +16.7% | +2.4% | +14.3% | +16.8% |
| 6M | +32.8% | +5.7% | +27.1% | +33.6% |
| YTD | +15.6% | +56.8% | -41.1% | +21.6% |
| All | +19.4% | +58.4% | -39.1% | +24.2% |
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