+60.0%
MRK vs OVV
+49.9%
+10.1%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.8% | -2.3% | -0.6% |
| 7D | +2.3% | -7.3% | +9.6% | +2.7% |
| 30D | +1.7% | -3.6% | +5.3% | +1.8% |
| 3M | +13.8% | -2.6% | +16.4% | +13.8% |
| 6M | +34.7% | +7.6% | +27.1% | +33.6% |
| YTD | +43.6% | +59.6% | -16.1% | +37.6% |
| 1Y | +75.7% | +62.2% | +13.5% | +68.0% |
| 3Y | +60.0% | +49.6% | +10.4% | +48.7% |
| All | +60.0% | +49.9% | +10.1% | +48.7% |
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