+50.4%
OVV vs A
+311.0%
-260.6%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.3% | +3.1% | +2.4% |
| 7D | -7.3% | +1.4% | -8.7% | -8.0% |
| 30D | -3.6% | +4.3% | -7.9% | -5.8% |
| 3M | -2.6% | +19.8% | -22.4% | -11.7% |
| 6M | +7.6% | +54.4% | -46.8% | -15.9% |
| YTD | +59.6% | +31.7% | +27.9% | +34.0% |
| 1Y | +62.2% | +22.4% | +39.8% | +41.4% |
| 3Y | +49.6% | +67.7% | -18.1% | +2.3% |
| 5Y | +98.9% | +15.7% | +83.2% | +66.8% |
| All | +50.4% | +311.0% | -260.6% | -28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 10y: compounded portfolio wealth divided by compounded A 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…
10y analysis · Full analysis span regression · 6 months rolling