-83.6%
OPEN vs OVV
+61.3%
-144.9%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +1.8% | -8.9% | -6.7% |
| 7D | -24.7% | -7.3% | -17.4% | -25.9% |
| 30D | -41.0% | -3.6% | -37.4% | -41.5% |
| 3M | -62.4% | -2.6% | -59.7% | -62.6% |
| 6M | -73.9% | +7.6% | -81.4% | -73.6% |
| YTD | -77.5% | +59.6% | -137.1% | -77.8% |
| 1Y | -83.6% | +62.2% | -145.8% | -83.5% |
| All | -83.6% | +61.3% | -144.9% | -83.5% |
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