+37.0%
ORLY vs OVV
+52.7%
-15.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | +0.2% |
| 7D | -1.0% | -3.8% | +2.8% | -1.0% |
| 30D | -6.7% | +1.3% | -7.9% | -6.7% |
| 3M | -3.8% | +14.3% | -18.2% | -3.9% |
| 6M | -9.0% | +21.1% | -30.1% | -9.3% |
| YTD | -5.6% | +66.0% | -71.6% | -6.3% |
| 1Y | -19.5% | +59.3% | -78.8% | -20.0% |
| All | +37.0% | +52.7% | -15.7% | +36.7% |
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 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