-32.8%
OPEN vs OVV
+54.1%
-86.9%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.0% | +1.2% | +3.7% |
| 7D | -31.1% | +1.2% | -32.3% | -31.2% |
| 30D | -34.7% | -2.5% | -32.2% | -34.7% |
| 3M | -61.9% | +0.5% | -62.4% | -62.2% |
| 6M | -71.9% | +8.5% | -80.3% | -72.7% |
| YTD | -76.6% | +64.5% | -141.0% | -80.0% |
| 1Y | -83.9% | +64.7% | -148.6% | -86.3% |
| All | -32.8% | +54.1% | -86.9% | -45.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling