-23.3%
ONON vs OVV
+147.4%
-170.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.4% | -2.0% | -1.7% |
| 7D | -3.5% | -3.8% | +0.3% | -2.6% |
| 30D | -30.8% | +1.3% | -32.1% | -31.0% |
| 3M | -29.8% | +14.3% | -44.2% | -32.5% |
| 6M | -34.8% | +21.1% | -55.9% | -39.0% |
| YTD | -42.3% | +66.0% | -108.3% | -50.8% |
| 1Y | -39.5% | +59.3% | -98.8% | -48.2% |
| 3Y | -9.3% | +47.6% | -56.9% | -23.0% |
| All | -23.3% | +147.4% | -170.7% | -31.5% |
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