+236.2%
MRK vs OVV
+55.1%
+181.1%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.6% |
| 7D | -2.7% | -3.8% | +1.1% | -2.5% |
| 30D | +12.7% | +1.3% | +11.4% | +12.6% |
| 3M | +24.2% | +14.3% | +9.9% | +23.4% |
| 6M | +27.8% | +21.1% | +6.7% | +26.4% |
| YTD | +42.2% | +66.0% | -23.8% | +38.4% |
| 1Y | +80.2% | +59.3% | +20.9% | +75.6% |
| 3Y | +48.4% | +47.6% | +0.8% | +44.1% |
| 5Y | +133.6% | +162.0% | -28.4% | +117.4% |
| 10Y | +236.2% | +56.5% | +179.7% | +184.1% |
| All | +236.2% | +55.1% | +181.1% | +184.1% |
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