+1,497.9%
META vs OVV
-12.6%
+1,510.5%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.9% | -1.1% | -3.6% |
| 7D | -3.1% | -14.9% | +11.8% | -1.4% |
| 30D | -18.1% | -0.9% | -17.2% | -18.1% |
| 3M | +2.9% | +5.6% | -2.7% | +1.9% |
| 6M | +0.2% | -2.5% | +2.7% | -0.1% |
| YTD | -8.1% | +57.8% | -65.9% | -14.0% |
| 1Y | -4.5% | +70.1% | -74.6% | -11.6% |
| 3Y | +94.2% | +35.1% | +59.0% | +82.4% |
| 5Y | +79.1% | +86.1% | -7.0% | +58.8% |
| 10Y | +405.9% | +55.5% | +350.4% | +279.6% |
| All | +1,497.9% | -12.6% | +1,510.5% | +1,050.3% |
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