+38.3%
OVV vs A
+64.2%
-26.0%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.4% | -1.0% |
| 7D | -16.7% | -0.1% | -16.6% | -16.7% |
| 30D | -1.5% | +3.4% | -4.9% | -2.2% |
| 3M | +1.6% | +23.8% | -22.3% | -2.9% |
| 6M | +2.0% | +49.0% | -47.0% | -7.0% |
| YTD | +56.8% | +29.4% | +27.4% | +48.5% |
| 1Y | +64.8% | +19.4% | +45.5% | +60.3% |
| 3Y | +38.3% | +66.2% | -27.9% | +16.2% |
| All | +38.3% | +64.2% | -26.0% | +16.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling