-71.4%
OPEN vs OVV
+75.2%
-146.5%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | -5.6% | +19.4% | +12.4% |
| 7D | +3.7% | -12.1% | +15.8% | +1.0% |
| 30D | -14.3% | +2.9% | -17.2% | -14.0% |
| 3M | -51.9% | +3.7% | -55.6% | -51.6% |
| 6M | -61.4% | +0.6% | -62.0% | -60.6% |
| YTD | -66.0% | +62.5% | -128.5% | -64.6% |
| 1Y | -71.4% | +72.0% | -143.4% | -68.5% |
| All | -71.4% | +75.2% | -146.5% | -68.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling