+1,120.0%
MPC vs OVV
+63.7%
+1,056.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.1% | +1.0% |
| 7D | +5.4% | +0.3% | +5.2% | +5.3% |
| 30D | +31.0% | +11.7% | +19.2% | +25.6% |
| 3M | +46.0% | +9.8% | +36.2% | +40.7% |
| 6M | +77.3% | +26.6% | +50.8% | +62.4% |
| YTD | +141.9% | +67.0% | +74.9% | +99.6% |
| 1Y | +120.9% | +55.9% | +65.0% | +86.2% |
| 3Y | +182.7% | +45.5% | +137.2% | +139.6% |
| 5Y | +646.4% | +157.3% | +489.1% | +396.9% |
| All | +1,120.0% | +63.7% | +1,056.3% | +564.5% |
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