+55.5%
OMC vs OVV
+48.9%
+6.7%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.5% |
| 7D | +5.4% | -10.7% | +16.1% | +7.1% |
| 30D | +15.7% | -5.3% | +21.0% | +16.4% |
| 3M | +4.9% | +2.4% | +2.5% | +4.1% |
| 6M | +17.3% | +5.7% | +11.6% | +15.4% |
| YTD | +13.0% | +56.8% | -43.7% | +4.0% |
| 1Y | +24.1% | +59.3% | -35.2% | +13.7% |
| 3Y | +31.2% | +49.0% | -17.8% | +19.3% |
| 5Y | +53.4% | +88.1% | -34.8% | +29.3% |
| 10Y | +55.5% | +42.5% | +13.0% | +1.9% |
| All | +55.5% | +48.9% | +6.7% | +1.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling