+581.1%
ON vs OVV
+61.5%
+519.6%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.7% | +2.7% | +1.5% |
| 7D | +2.4% | +0.3% | +2.2% | +2.3% |
| 30D | -3.3% | +11.7% | -15.0% | -6.4% |
| 3M | -43.6% | +9.8% | -53.4% | -45.3% |
| 6M | +19.0% | +26.6% | -7.6% | +9.8% |
| YTD | +37.4% | +67.0% | -29.7% | +16.6% |
| 1Y | +54.8% | +55.9% | -1.2% | +33.5% |
| 3Y | -25.2% | +45.5% | -70.7% | -35.3% |
| 5Y | +62.7% | +157.3% | -94.6% | +16.6% |
| All | +581.1% | +61.5% | +519.6% | +241.7% |
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