+785.4%
MSCI vs OVV
+50.1%
+735.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.6% | -2.2% |
| 7D | +2.8% | -16.7% | +19.5% | +5.1% |
| 30D | +15.4% | -1.5% | +16.9% | +15.4% |
| 3M | +13.4% | +1.6% | +11.8% | +12.8% |
| 6M | +10.9% | +2.0% | +8.9% | +9.9% |
| YTD | +13.0% | +56.8% | -43.8% | +5.3% |
| 1Y | +12.0% | +64.8% | -52.8% | +3.6% |
| 3Y | +34.1% | +38.3% | -4.2% | +24.7% |
| 5Y | +3.9% | +84.9% | -81.0% | -9.3% |
| All | +785.4% | +50.1% | +735.3% | +532.1% |
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