+1,242.5%
O vs OVV
+146.7%
+1,095.7%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.1% | -0.7% |
| 7D | +3.7% | -16.7% | +20.4% | +6.4% |
| 30D | +11.2% | -1.5% | +12.7% | +11.3% |
| 3M | -4.0% | +1.6% | -5.5% | -4.5% |
| 6M | -5.2% | +2.0% | -7.3% | -6.1% |
| YTD | +9.5% | +56.8% | -47.3% | +1.3% |
| 1Y | +10.6% | +64.8% | -54.2% | +1.5% |
| 3Y | +38.1% | +38.3% | -0.2% | +27.1% |
| 5Y | +10.2% | +84.9% | -74.7% | -7.3% |
| 10Y | +71.4% | +54.5% | +16.9% | +14.9% |
| All | +1,242.5% | +146.7% | +1,095.7% | +661.4% |
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