+1,279.3%
O vs OVV
+162.8%
+1,116.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.7% | +1.0% | -0.5% |
| 7D | -0.7% | +0.3% | -1.0% | -0.8% |
| 30D | -1.9% | +11.7% | -13.6% | -3.6% |
| 3M | +3.8% | +9.8% | -6.0% | +2.1% |
| 6M | -4.7% | +26.6% | -31.3% | -8.6% |
| YTD | +12.5% | +67.0% | -54.5% | +3.4% |
| 1Y | +10.8% | +55.9% | -45.1% | +2.7% |
| 3Y | +28.8% | +45.5% | -16.7% | +17.7% |
| 5Y | +13.2% | +157.3% | -144.2% | -9.7% |
| 10Y | +53.5% | +65.0% | -11.5% | +1.6% |
| All | +1,279.3% | +162.8% | +1,116.5% | +676.9% |
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