+54.4%
MMM vs OVV
+63.7%
-9.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.9% | +0.4% |
| 7D | -3.3% | +0.3% | -3.6% | -3.4% |
| 30D | -7.0% | +11.7% | -18.8% | -8.4% |
| 3M | +10.8% | +9.8% | +1.0% | +9.2% |
| 6M | +5.8% | +26.6% | -20.8% | +2.0% |
| YTD | +6.8% | +67.0% | -60.3% | -0.9% |
| 1Y | +10.4% | +55.9% | -45.5% | +3.2% |
| 3Y | +104.7% | +45.5% | +59.2% | +90.4% |
| 5Y | +23.6% | +157.3% | -133.8% | +4.0% |
| All | +54.4% | +63.7% | -9.2% | +9.8% |
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