+94.4%
MO vs OVV
+47.2%
+47.1%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -1.0% |
| 7D | -2.0% | -3.7% | +1.7% | -1.9% |
| 30D | -0.3% | +8.0% | -8.2% | -0.5% |
| 3M | -2.9% | +11.3% | -14.2% | -3.3% |
| 6M | +5.8% | +24.0% | -18.2% | +5.1% |
| YTD | +22.0% | +65.3% | -43.3% | +20.4% |
| 1Y | +10.7% | +60.2% | -49.5% | +9.2% |
| 3Y | +94.4% | +46.9% | +47.4% | +90.9% |
| All | +94.4% | +47.2% | +47.1% | +90.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling