+173.4%
OVV vs A
+775.5%
-602.0%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.2% | +4.5% | +3.1% |
| 7D | +6.5% | +0.7% | +5.8% | +6.1% |
| 30D | -2.7% | +0.8% | -3.5% | -3.3% |
| 3M | +3.1% | +16.9% | -13.7% | -4.1% |
| 6M | +12.8% | +53.8% | -41.0% | -7.7% |
| YTD | +68.1% | +28.1% | +40.0% | +46.7% |
| 1Y | +73.6% | +15.0% | +58.6% | +58.3% |
| 3Y | +57.6% | +63.1% | -5.5% | +20.3% |
| 5Y | +104.5% | +11.5% | +93.1% | +80.4% |
| 10Y | +58.4% | +303.2% | -244.8% | -11.4% |
| All | +173.4% | +775.5% | -602.0% | +9.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling