+2,574.2%
MO vs OVV
+146.7%
+2,427.5%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.2% | -1.8% |
| 7D | -2.4% | -16.7% | +14.2% | -0.7% |
| 30D | +9.7% | -1.5% | +11.2% | +9.8% |
| 3M | +14.1% | +1.6% | +12.6% | +13.7% |
| 6M | +11.9% | +2.0% | +9.8% | +11.3% |
| YTD | +38.4% | +56.8% | -18.4% | +31.6% |
| 1Y | +41.9% | +64.8% | -22.9% | +34.2% |
| 3Y | +134.5% | +38.3% | +96.2% | +122.0% |
| 5Y | +147.3% | +84.9% | +62.4% | +121.4% |
| 10Y | +135.2% | +54.5% | +80.7% | +82.8% |
| All | +2,574.2% | +146.7% | +2,427.5% | +1,826.3% |
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