+1,098.3%
MPC vs OVV
+46.5%
+1,051.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | -0.8% |
| 7D | -8.8% | -7.3% | -1.6% | -6.1% |
| 30D | -14.4% | -3.6% | -10.8% | -13.2% |
| 3M | +21.9% | -2.6% | +24.6% | +23.1% |
| 6M | +60.1% | +7.6% | +52.6% | +55.6% |
| YTD | +142.3% | +59.6% | +82.7% | +103.0% |
| 1Y | +101.7% | +62.2% | +39.5% | +67.7% |
| 3Y | +184.8% | +49.6% | +135.2% | +139.6% |
| 5Y | +564.6% | +98.9% | +465.7% | +382.8% |
| 10Y | +1,098.3% | +45.1% | +1,053.2% | +569.9% |
| All | +1,098.3% | +46.5% | +1,051.8% | +569.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling