+1,253.8%
O vs OVV
+151.1%
+1,102.7%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.8% | -0.2% |
| 7D | +3.5% | -7.3% | +10.8% | +4.6% |
| 30D | +10.4% | -3.6% | +14.0% | +10.8% |
| 3M | -2.4% | -2.6% | +0.2% | -2.3% |
| 6M | -1.2% | +7.6% | -8.8% | -2.8% |
| YTD | +10.4% | +59.6% | -49.2% | +1.9% |
| 1Y | +11.4% | +62.2% | -50.8% | +2.5% |
| 3Y | +40.4% | +49.6% | -9.2% | +27.7% |
| 5Y | +12.1% | +98.9% | -86.8% | -6.8% |
| 10Y | +82.7% | +45.1% | +37.6% | +24.3% |
| All | +1,253.8% | +151.1% | +1,102.7% | +665.9% |
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