+27.5%
MDT vs OVV
+47.2%
-19.7%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -1.8% |
| 7D | +0.4% | -3.7% | +4.1% | +0.6% |
| 30D | +6.0% | +8.0% | -2.0% | +5.5% |
| 3M | +15.5% | +11.3% | +4.3% | +14.6% |
| 6M | +3.4% | +24.0% | -20.6% | +1.5% |
| YTD | -2.2% | +65.3% | -67.5% | -6.4% |
| 1Y | +2.6% | +60.2% | -57.6% | -1.7% |
| 3Y | +27.5% | +46.9% | -19.4% | +19.5% |
| All | +27.5% | +47.2% | -19.7% | +19.5% |
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