+56.0%
OVV vs A
+302.9%
-246.9%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.2% | +0.5% |
| 7D | +8.0% | -0.5% | +8.5% | +8.2% |
| 30D | -2.0% | 0.0% | -2.0% | -2.4% |
| 3M | +5.4% | +16.7% | -11.3% | -3.3% |
| 6M | +14.3% | +54.8% | -40.6% | -10.9% |
| YTD | +69.4% | +28.8% | +40.6% | +43.7% |
| 1Y | +72.4% | +19.3% | +53.1% | +52.3% |
| 3Y | +58.4% | +65.5% | -7.2% | +8.6% |
| 5Y | +106.1% | +12.1% | +94.0% | +75.9% |
| All | +56.0% | +302.9% | -246.9% | -26.1% |
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