-87.4%
OPEN vs OVV
+660.6%
-748.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.0% | +1.2% | +3.5% |
| 7D | -31.1% | +1.2% | -32.3% | -31.2% |
| 30D | -34.7% | -2.5% | -32.2% | -34.6% |
| 3M | -61.9% | +0.5% | -62.4% | -62.2% |
| 6M | -71.9% | +8.5% | -80.3% | -72.8% |
| YTD | -76.6% | +64.5% | -141.0% | -79.8% |
| 1Y | -83.9% | +64.7% | -148.6% | -86.2% |
| 3Y | -34.4% | +54.1% | -88.5% | -44.0% |
| 5Y | -93.9% | +95.4% | -189.4% | -95.0% |
| All | -87.4% | +660.6% | -748.0% | -90.1% |
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