+226.3%
OMC vs OVV
+162.8%
+63.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.7% | -0.7% | -2.2% |
| 7D | -6.4% | +0.3% | -6.7% | -6.5% |
| 30D | +1.1% | +11.7% | -10.6% | -1.0% |
| 3M | +10.4% | +9.8% | +0.6% | +8.0% |
| 6M | -1.7% | +26.6% | -28.3% | -6.7% |
| YTD | +4.4% | +67.0% | -62.6% | -5.9% |
| 1Y | +8.4% | +55.9% | -47.5% | -1.5% |
| 3Y | +14.4% | +45.5% | -31.1% | +3.0% |
| 5Y | +33.9% | +157.3% | -123.5% | +3.4% |
| 10Y | +34.9% | +65.0% | -30.2% | -12.5% |
| All | +226.3% | +162.8% | +63.5% | +47.9% |
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