+642.2%
MPC vs OVV
+160.2%
+482.0%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.1% | +1.1% |
| 7D | +5.4% | +0.3% | +5.2% | +5.3% |
| 30D | +31.0% | +11.7% | +19.2% | +24.3% |
| 3M | +46.0% | +9.8% | +36.2% | +39.3% |
| 6M | +77.3% | +26.6% | +50.8% | +58.7% |
| YTD | +141.9% | +67.0% | +74.9% | +90.1% |
| 1Y | +120.9% | +55.9% | +65.0% | +78.2% |
| 3Y | +182.7% | +45.5% | +137.2% | +128.2% |
| All | +642.2% | +160.2% | +482.0% | +339.8% |
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