+2,618.8%
MO vs OVV
+158.7%
+2,460.1%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.0% | -1.7% | +1.1% |
| 7D | -0.8% | +1.2% | -2.0% | -0.9% |
| 30D | +8.0% | -2.5% | +10.5% | +8.2% |
| 3M | +20.9% | +0.5% | +20.4% | +20.7% |
| 6M | +16.3% | +8.5% | +7.8% | +15.0% |
| YTD | +40.7% | +64.5% | -23.7% | +33.2% |
| 1Y | +41.5% | +64.7% | -23.2% | +33.8% |
| 3Y | +141.5% | +54.1% | +87.4% | +126.2% |
| 5Y | +153.1% | +95.4% | +57.7% | +125.4% |
| 10Y | +149.3% | +54.9% | +94.4% | +93.8% |
| All | +2,618.8% | +158.7% | +2,460.1% | +1,849.2% |
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