+515.5%
MAR vs OVV
+48.9%
+466.6%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +0.2% | -10.7% | +10.9% | +2.3% |
| 30D | +14.0% | -5.3% | +19.3% | +14.9% |
| 3M | +18.1% | +2.4% | +15.7% | +17.0% |
| 6M | +18.6% | +5.7% | +12.9% | +16.1% |
| YTD | +35.3% | +56.8% | -21.5% | +21.2% |
| 1Y | +44.5% | +59.3% | -14.8% | +28.8% |
| 3Y | +120.7% | +49.0% | +71.7% | +95.2% |
| 5Y | +164.1% | +88.1% | +76.0% | +112.9% |
| 10Y | +515.5% | +42.5% | +472.9% | +284.9% |
| All | +515.5% | +48.9% | +466.6% | +284.9% |
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