+6.3%
MSCI vs OVV
+88.6%
-82.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.9% | +0.1% | -2.3% |
| 7D | +6.0% | -14.9% | +20.9% | +8.4% |
| 30D | +18.2% | -0.9% | +19.1% | +18.0% |
| 3M | +15.1% | +5.6% | +9.5% | +13.7% |
| 6M | +13.7% | -2.5% | +16.2% | +13.3% |
| YTD | +15.6% | +57.8% | -42.2% | +5.5% |
| 1Y | +16.3% | +70.1% | -53.7% | +4.6% |
| 3Y | +36.9% | +35.1% | +1.7% | +24.9% |
| 5Y | +6.3% | +86.1% | -79.8% | -13.8% |
| All | +6.3% | +88.6% | -82.3% | -13.8% |
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