-15.6%
MOS vs OVV
+75.2%
-90.7%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.4% | -5.6% | +23.0% | +17.8% |
| 7D | +17.9% | -12.1% | +30.1% | +19.5% |
| 30D | +1.6% | +2.9% | -1.3% | -0.1% |
| 3M | -4.0% | +3.7% | -7.7% | -5.6% |
| 6M | -4.1% | +0.6% | -4.7% | -4.4% |
| YTD | -7.8% | +62.5% | -70.3% | -27.7% |
| 1Y | -15.6% | +72.0% | -87.6% | -36.3% |
| All | -15.6% | +75.2% | -90.7% | -36.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling