-30.0%
OPEN vs OVV
+34.1%
-64.1%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -0.6% | -21.1% | -21.7% |
| 7D | -22.2% | -16.7% | -5.6% | -20.1% |
| 30D | -38.3% | -1.5% | -36.8% | -38.6% |
| 3M | -59.4% | +1.6% | -60.9% | -59.9% |
| 6M | -74.4% | +2.0% | -76.4% | -74.9% |
| YTD | -76.0% | +56.8% | -132.8% | -79.3% |
| 1Y | -78.7% | +64.8% | -143.5% | -82.0% |
| 3Y | -30.0% | +38.3% | -68.3% | -38.5% |
| All | -30.0% | +34.1% | -64.1% | -38.5% |
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 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