+942.1%
MDB vs OVV
+40.4%
+901.7%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.4% | -1.8% |
| 7D | +6.8% | +8.0% | -1.2% | +5.6% |
| 30D | -6.2% | -2.0% | -4.2% | -6.0% |
| 3M | -29.2% | +5.4% | -34.7% | -29.9% |
| 6M | +10.3% | +14.3% | -4.0% | +7.7% |
| YTD | -20.4% | +69.4% | -89.8% | -27.3% |
| 1Y | -4.8% | +72.4% | -77.2% | -13.6% |
| 3Y | -11.6% | +58.4% | -70.0% | -19.8% |
| 5Y | -41.0% | +106.1% | -147.1% | -48.6% |
| All | +942.1% | +40.4% | +901.7% | +705.9% |
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