+76.3%
MMM vs OVV
+58.9%
+17.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.7% | -1.1% |
| 7D | -0.4% | +8.0% | -8.4% | -1.3% |
| 30D | +12.1% | -2.0% | +14.2% | +12.2% |
| 3M | +1.4% | +5.4% | -4.0% | +0.5% |
| 6M | +26.6% | +14.3% | +12.3% | +23.7% |
| YTD | +16.8% | +69.4% | -52.6% | +7.9% |
| 1Y | +10.1% | +72.4% | -62.3% | +1.4% |
| 3Y | +158.4% | +58.4% | +100.0% | +137.5% |
| 5Y | +43.1% | +106.1% | -63.0% | +23.6% |
| All | +76.3% | +58.9% | +17.5% | +27.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling