+518.8%
MET vs OVV
+146.7%
+372.1%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.8% | -1.3% |
| 7D | -1.2% | -16.7% | +15.5% | +4.2% |
| 30D | +3.2% | -1.5% | +4.7% | +3.3% |
| 3M | -1.1% | +1.6% | -2.7% | -2.3% |
| 6M | +25.0% | +2.0% | +23.0% | +22.7% |
| YTD | +27.9% | +56.8% | -28.9% | +8.7% |
| 1Y | +32.9% | +64.8% | -32.0% | +10.9% |
| 3Y | +78.8% | +38.3% | +40.5% | +52.9% |
| 5Y | +79.6% | +84.9% | -5.3% | +29.3% |
| 10Y | +228.1% | +54.5% | +173.6% | +68.3% |
| All | +518.8% | +146.7% | +372.1% | +184.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling