-94.7%
OPEN vs OVV
+107.0%
-201.7%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.8% | -4.4% | -3.9% |
| 7D | -15.0% | +8.0% | -23.0% | -17.0% |
| 30D | -40.2% | -2.0% | -38.2% | -40.3% |
| 3M | -67.4% | +5.4% | -72.8% | -68.3% |
| 6M | -74.0% | +14.3% | -88.3% | -75.7% |
| YTD | -79.6% | +69.4% | -149.0% | -83.6% |
| 1Y | -86.1% | +72.4% | -158.5% | -88.9% |
| 3Y | -41.4% | +58.4% | -99.8% | -53.8% |
| All | -94.7% | +107.0% | -201.7% | -96.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling