+89.6%
MA vs OVV
+92.4%
-2.8%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.4% | +0.2% |
| 7D | +1.8% | -7.3% | +9.1% | +2.8% |
| 30D | +11.8% | -3.6% | +15.4% | +12.1% |
| 3M | +17.2% | -2.6% | +19.8% | +17.2% |
| 6M | +33.4% | +7.6% | +25.8% | +31.2% |
| YTD | +16.1% | +59.6% | -43.5% | +6.9% |
| 1Y | +19.9% | +62.2% | -42.3% | +9.9% |
| 3Y | +70.1% | +49.6% | +20.5% | +54.3% |
| 5Y | +89.6% | +98.9% | -9.3% | +55.6% |
| All | +89.6% | +92.4% | -2.8% | +55.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling