+91.8%
OKTA vs OVV
+47.2%
+44.6%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.7% | -1.6% |
| 7D | +0.7% | -3.7% | +4.4% | +1.3% |
| 30D | +13.0% | +8.0% | +5.0% | +11.5% |
| 3M | +43.4% | +11.3% | +32.2% | +40.4% |
| 6M | +107.6% | +24.0% | +83.6% | +98.4% |
| YTD | +93.8% | +65.3% | +28.5% | +74.9% |
| 1Y | +80.8% | +60.2% | +20.7% | +63.4% |
| 3Y | +91.8% | +46.9% | +44.9% | +72.0% |
| All | +91.8% | +47.2% | +44.6% | +72.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling