+48.2%
OVV vs A
+319.7%
-271.6%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.4% | -1.5% |
| 7D | -16.7% | -0.1% | -16.6% | -16.7% |
| 30D | -1.5% | +3.4% | -4.9% | -3.3% |
| 3M | +1.6% | +23.8% | -22.3% | -9.4% |
| 6M | +2.0% | +49.0% | -47.0% | -18.7% |
| YTD | +56.8% | +29.4% | +27.4% | +32.9% |
| 1Y | +64.8% | +19.4% | +45.5% | +45.6% |
| 3Y | +38.3% | +66.2% | -27.9% | -5.3% |
| 5Y | +84.9% | +15.8% | +69.1% | +54.3% |
| All | +48.2% | +319.7% | -271.6% | -29.8% |
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