+622.3%
MSCI vs OVV
+63.7%
+558.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.5% | -0.1% |
| 7D | +0.4% | +0.3% | +0.1% | +0.3% |
| 30D | +0.6% | +11.7% | -11.2% | -0.9% |
| 3M | -7.1% | +9.8% | -16.9% | -8.5% |
| 6M | +0.8% | +26.6% | -25.7% | -2.8% |
| YTD | +1.0% | +67.0% | -66.0% | -6.4% |
| 1Y | +4.3% | +55.9% | -51.6% | -2.7% |
| 3Y | +9.9% | +45.5% | -35.6% | +1.7% |
| 5Y | -6.8% | +157.3% | -164.1% | -21.7% |
| All | +622.3% | +63.7% | +558.7% | +402.1% |
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