-87.0%
OPEN vs OVV
+625.3%
-712.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -0.6% | -21.1% | -21.6% |
| 7D | -22.2% | -16.7% | -5.6% | -19.2% |
| 30D | -38.3% | -1.5% | -36.8% | -38.5% |
| 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% | -79.0% |
| 1Y | -78.7% | +64.8% | -143.5% | -81.7% |
| 3Y | -30.0% | +38.3% | -68.3% | -38.7% |
| 5Y | -93.7% | +84.9% | -178.6% | -94.7% |
| All | -87.0% | +625.3% | -712.3% | -89.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling