+11.4%
O vs OVV
+61.3%
-49.9%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.8% | +0.1% |
| 7D | +3.5% | -7.3% | +10.8% | +3.6% |
| 30D | +10.4% | -3.6% | +14.0% | +10.3% |
| 3M | -2.4% | -2.6% | +0.2% | -2.5% |
| 6M | -1.2% | +7.6% | -8.8% | -1.6% |
| YTD | +10.4% | +59.6% | -49.2% | +3.7% |
| 1Y | +11.4% | +62.2% | -50.8% | +3.8% |
| All | +11.4% | +61.3% | -49.9% | +3.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling