-7.8%
ONON vs OVV
+47.2%
-55.1%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.0% | -1.6% | -2.4% |
| 7D | -1.7% | -3.7% | +2.1% | -1.1% |
| 30D | -27.4% | +8.0% | -35.4% | -28.3% |
| 3M | -26.5% | +11.3% | -37.8% | -28.0% |
| 6M | -34.2% | +24.0% | -58.2% | -38.1% |
| YTD | -41.3% | +65.3% | -106.7% | -49.2% |
| 1Y | -39.7% | +60.2% | -99.8% | -47.6% |
| 3Y | -7.8% | +46.9% | -54.8% | -20.9% |
| All | -7.8% | +47.2% | -55.1% | -20.9% |
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