-65.8%
OPEN vs OVV
-1.7%
-64.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -2.9% | -6.7% | -11.1% |
| 7D | -5.8% | -14.9% | +9.1% | -12.9% |
| 30D | -21.1% | -0.9% | -20.2% | -21.5% |
| 3M | -52.4% | +5.6% | -58.0% | -50.9% |
| 6M | -65.8% | -2.5% | -63.3% | -63.6% |
| All | -65.8% | -1.7% | -64.0% | -63.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling