-4.4%
ON vs OVV
+34.1%
-38.5%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.7% |
| 7D | -11.7% | -16.7% | +5.0% | -6.2% |
| 30D | -23.3% | -1.5% | -21.8% | -23.3% |
| 3M | -19.2% | +1.6% | -20.7% | -20.2% |
| 6M | -40.1% | +2.0% | -42.2% | -41.5% |
| YTD | +16.9% | +56.8% | -39.9% | -7.6% |
| 1Y | +29.7% | +64.8% | -35.1% | -0.4% |
| 3Y | -4.4% | +38.3% | -42.7% | -23.6% |
| All | -4.4% | +34.1% | -38.5% | -23.6% |
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 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