+49.6%
O vs OVV
+61.5%
-12.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.7% | +1.0% | -0.6% |
| 7D | -0.7% | +0.3% | -1.0% | -0.8% |
| 30D | -1.9% | +11.7% | -13.6% | -3.1% |
| 3M | +3.8% | +9.8% | -6.0% | +2.6% |
| 6M | -4.7% | +26.6% | -31.3% | -7.5% |
| YTD | +12.5% | +67.0% | -54.5% | +5.9% |
| 1Y | +10.8% | +55.9% | -45.1% | +4.9% |
| 3Y | +28.8% | +45.5% | -16.7% | +20.8% |
| 5Y | +13.2% | +157.3% | -144.2% | -3.7% |
| All | +49.6% | +61.5% | -12.0% | -6.6% |
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