+2,781.3%
MSCI vs OVV
-45.8%
+2,827.1%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.9% | +0.1% | -2.2% |
| 7D | +6.0% | -14.9% | +20.9% | +8.9% |
| 30D | +18.2% | -0.9% | +19.1% | +18.1% |
| 3M | +15.1% | +5.6% | +9.5% | +13.5% |
| 6M | +13.7% | -2.5% | +16.2% | +13.2% |
| YTD | +15.6% | +57.8% | -42.2% | +4.9% |
| 1Y | +16.3% | +70.1% | -53.7% | +4.0% |
| 3Y | +36.9% | +35.1% | +1.7% | +24.5% |
| 5Y | +6.3% | +86.1% | -79.8% | -12.5% |
| 10Y | +823.0% | +55.5% | +767.5% | +500.1% |
| All | +2,781.3% | -45.8% | +2,827.1% | +2,057.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling