+167.0%
MPC vs OVV
+35.0%
+132.0%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.9% | -1.1% | -2.4% |
| 7D | -12.8% | -14.9% | +2.1% | -4.8% |
| 30D | -12.7% | -0.9% | -11.8% | -12.2% |
| 3M | +27.1% | +5.6% | +21.5% | +23.3% |
| 6M | +45.8% | -2.5% | +48.3% | +47.0% |
| YTD | +134.7% | +57.8% | +76.9% | +84.3% |
| 1Y | +106.0% | +70.1% | +36.0% | +55.2% |
| All | +167.0% | +35.0% | +132.0% | +123.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling