+78.2%
O vs OVV
+48.9%
+29.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +3.3% | -10.7% | +14.1% | +4.5% |
| 30D | +10.3% | -5.3% | +15.6% | +10.8% |
| 3M | -3.5% | +2.4% | -5.9% | -3.9% |
| 6M | -1.3% | +5.7% | -6.9% | -2.3% |
| YTD | +10.3% | +56.8% | -46.4% | +4.3% |
| 1Y | +10.4% | +59.3% | -48.9% | +4.1% |
| 3Y | +40.0% | +49.0% | -9.0% | +30.8% |
| 5Y | +12.4% | +88.1% | -75.8% | -1.0% |
| 10Y | +78.2% | +42.5% | +35.7% | +14.3% |
| All | +78.2% | +48.9% | +29.4% | +14.3% |
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