+82.5%
O vs OVV
+51.8%
+30.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.0% | -3.0% | -0.3% |
| 7D | +0.6% | +1.2% | -0.6% | +0.4% |
| 30D | +9.4% | -2.5% | +12.0% | +9.6% |
| 3M | -2.4% | +0.5% | -2.9% | -2.6% |
| 6M | -1.9% | +8.5% | -10.3% | -3.1% |
| YTD | +10.5% | +64.5% | -54.0% | +3.9% |
| 1Y | +10.0% | +64.7% | -54.7% | +3.4% |
| 3Y | +40.5% | +54.1% | -13.7% | +30.7% |
| 5Y | +10.2% | +95.4% | -85.2% | -3.3% |
| 10Y | +82.5% | +54.9% | +27.5% | +17.8% |
| All | +82.5% | +51.8% | +30.6% | +17.8% |
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 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