-0.8%
ONON vs OVV
+145.1%
-145.9%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.0% | -3.0% | -0.6% |
| 7D | -10.1% | +1.2% | -11.4% | -10.4% |
| 30D | -1.8% | -2.5% | +0.7% | -1.7% |
| 3M | +12.3% | +0.5% | +11.8% | +11.4% |
| 6M | +2.0% | +8.5% | -6.5% | -1.4% |
| YTD | -25.3% | +64.5% | -89.8% | -36.7% |
| 1Y | -1.3% | +64.7% | -66.0% | -16.6% |
| 3Y | +29.0% | +54.1% | -25.1% | +7.7% |
| 5Y | -6.2% | +95.4% | -101.6% | -21.4% |
| All | -0.8% | +145.1% | -145.9% | -11.9% |
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 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