+1,276.3%
ON vs OVV
+146.7%
+1,129.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.7% |
| 7D | -11.7% | -16.7% | +5.0% | -6.5% |
| 30D | -23.3% | -1.5% | -21.8% | -23.2% |
| 3M | -19.2% | +1.6% | -20.7% | -20.1% |
| 6M | -40.1% | +2.0% | -42.2% | -41.3% |
| YTD | +16.9% | +56.8% | -39.9% | -1.4% |
| 1Y | +29.7% | +64.8% | -35.1% | +7.4% |
| 3Y | -4.4% | +38.3% | -42.7% | -17.8% |
| 5Y | +7.1% | +84.9% | -77.8% | -20.6% |
| 10Y | +447.2% | +54.5% | +392.7% | +183.9% |
| All | +1,276.3% | +146.7% | +1,129.6% | +555.3% |
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