-86.9%
OPEN vs OVV
+625.0%
-712.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -21.7% | -10.7% | -10.9% | -19.8% |
| 30D | -36.5% | -5.3% | -31.2% | -36.0% |
| 3M | -59.5% | +2.4% | -61.9% | -60.2% |
| 6M | -71.9% | +5.7% | -77.5% | -72.7% |
| YTD | -75.8% | +56.8% | -132.6% | -78.9% |
| 1Y | -78.5% | +59.3% | -137.8% | -81.4% |
| 3Y | -30.2% | +49.0% | -79.2% | -40.0% |
| 5Y | -93.3% | +88.1% | -181.4% | -94.4% |
| All | -86.9% | +625.0% | -712.0% | -89.6% |
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