-86.1%
OPEN vs OVV
+75.5%
-161.6%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.8% | -4.4% | -3.5% |
| 7D | -15.0% | +8.0% | -23.0% | -13.8% |
| 30D | -40.2% | -2.0% | -38.2% | -40.3% |
| 3M | -67.4% | +5.4% | -72.8% | -67.2% |
| 6M | -74.0% | +14.3% | -88.3% | -73.6% |
| YTD | -79.6% | +69.4% | -149.0% | -80.8% |
| 1Y | -86.1% | +72.4% | -158.5% | -86.8% |
| All | -86.1% | +75.5% | -161.6% | -86.8% |
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