+78.8%
MET vs OVV
+34.1%
+44.7%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.8% | -1.3% |
| 7D | -1.2% | -16.7% | +15.5% | +2.8% |
| 30D | +3.2% | -1.5% | +4.7% | +3.1% |
| 3M | -1.1% | +1.6% | -2.7% | -2.2% |
| 6M | +25.0% | +2.0% | +23.0% | +23.0% |
| YTD | +27.9% | +56.8% | -28.9% | +9.3% |
| 1Y | +32.9% | +64.8% | -32.0% | +11.4% |
| 3Y | +78.8% | +38.3% | +40.5% | +52.2% |
| All | +78.8% | +34.1% | +44.7% | +52.2% |
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