+45.3%
MMM vs OVV
+84.0%
-38.7%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.3% |
| 7D | +6.2% | -16.7% | +22.9% | +8.5% |
| 30D | +14.2% | -1.5% | +15.7% | +14.1% |
| 3M | +2.9% | +1.6% | +1.3% | +2.3% |
| 6M | +27.6% | +2.0% | +25.5% | +26.3% |
| YTD | +17.3% | +56.8% | -39.5% | +8.0% |
| 1Y | +15.1% | +64.8% | -49.8% | +5.0% |
| 3Y | +157.1% | +38.3% | +118.9% | +135.9% |
| All | +45.3% | +84.0% | -38.7% | +28.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling