+124.1%
MAR vs OVV
+34.1%
+90.0%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.1% |
| 7D | +4.3% | -16.7% | +21.0% | +6.6% |
| 30D | +16.8% | -1.5% | +18.3% | +16.7% |
| 3M | +16.0% | +1.6% | +14.5% | +15.1% |
| 6M | +16.5% | +2.0% | +14.4% | +15.1% |
| YTD | +35.0% | +56.8% | -21.8% | +19.7% |
| 1Y | +49.4% | +64.8% | -15.5% | +30.4% |
| 3Y | +124.1% | +38.3% | +85.8% | +97.0% |
| All | +124.1% | +34.1% | +90.0% | +97.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling