+534.5%
MPC vs OVV
+84.0%
+450.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.9% |
| 7D | -16.2% | -16.7% | +0.5% | -8.6% |
| 30D | -15.7% | -1.5% | -14.2% | -15.0% |
| 3M | +24.9% | +1.6% | +23.3% | +24.0% |
| 6M | +52.7% | +2.0% | +50.6% | +50.7% |
| YTD | +131.9% | +56.8% | +75.0% | +87.7% |
| 1Y | +96.6% | +64.8% | +31.8% | +55.2% |
| 3Y | +163.8% | +38.3% | +125.5% | +119.0% |
| All | +534.5% | +84.0% | +450.4% | +343.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling