+546.8%
ON vs OVV
+57.6%
+489.1%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.2% | -2.1% | -0.5% |
| 7D | +17.0% | +6.5% | +10.5% | +15.0% |
| 30D | -3.9% | -2.7% | -1.2% | -3.3% |
| 3M | -11.5% | +3.1% | -14.7% | -12.6% |
| 6M | -29.2% | +12.8% | -42.0% | -32.3% |
| YTD | +36.2% | +68.1% | -32.0% | +14.9% |
| 1Y | +49.6% | +73.6% | -24.0% | +24.9% |
| 3Y | +9.4% | +57.6% | -48.2% | -7.6% |
| 5Y | +25.8% | +104.5% | -78.7% | -4.7% |
| All | +546.8% | +57.6% | +489.1% | +228.6% |
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