+954.3%
MDB vs OVV
+36.3%
+918.1%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.0% | -1.2% | +1.4% |
| 7D | +3.0% | +1.2% | +1.7% | +2.8% |
| 30D | -11.3% | -2.5% | -8.8% | -11.0% |
| 3M | -23.0% | +0.5% | -23.5% | -23.2% |
| 6M | +14.8% | +8.5% | +6.3% | +12.9% |
| YTD | -19.4% | +64.5% | -83.9% | -26.2% |
| 1Y | -9.0% | +64.7% | -73.6% | -16.8% |
| 3Y | -10.3% | +54.1% | -64.4% | -18.3% |
| 5Y | -38.4% | +95.4% | -133.8% | -45.9% |
| All | +954.3% | +36.3% | +918.1% | +719.0% |
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