+1,527.5%
META vs OVV
-7.5%
+1,535.0%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.7% | +2.7% | +1.2% |
| 7D | +6.7% | +0.3% | +6.4% | +6.7% |
| 30D | +4.8% | +11.7% | -7.0% | +3.3% |
| 3M | -1.6% | +9.8% | -11.4% | -3.0% |
| 6M | -7.5% | +26.6% | -34.0% | -10.7% |
| YTD | -6.4% | +67.0% | -73.4% | -12.8% |
| 1Y | -17.3% | +55.9% | -73.3% | -22.6% |
| 3Y | +109.9% | +45.5% | +64.4% | +95.5% |
| 5Y | +65.4% | +157.3% | -92.0% | +41.6% |
| 10Y | +391.8% | +65.0% | +326.8% | +266.8% |
| All | +1,527.5% | -7.5% | +1,535.0% | +1,066.1% |
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