+205.9%
MCD vs OVV
+51.8%
+154.1%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.0% | -5.6% | -2.8% |
| 7D | -1.9% | +1.2% | -3.2% | -2.0% |
| 30D | +16.6% | -2.5% | +19.1% | +16.7% |
| 3M | +0.9% | +0.5% | +0.5% | +0.7% |
| 6M | +1.5% | +8.5% | -7.0% | +0.5% |
| YTD | -8.3% | +64.5% | -72.8% | -12.4% |
| 1Y | -8.1% | +64.7% | -72.8% | -12.3% |
| 3Y | +10.3% | +54.1% | -43.8% | +4.6% |
| 5Y | +23.4% | +95.4% | -72.0% | +11.4% |
| 10Y | +205.9% | +54.9% | +151.0% | +119.0% |
| All | +205.9% | +51.8% | +154.1% | +119.0% |
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 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