+118.6%
OVV vs ALC
+30.3%
+88.4%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.4% | +3.3% | +2.5% |
| 7D | -7.3% | +2.3% | -9.6% | -8.6% |
| 30D | -3.6% | +15.5% | -19.1% | -10.5% |
| 3M | -2.6% | +0.6% | -3.2% | -3.7% |
| 6M | +7.6% | +18.4% | -10.8% | -2.5% |
| YTD | +59.6% | -5.6% | +65.2% | +59.6% |
| 1Y | +62.2% | 0.0% | +62.2% | +56.6% |
| 3Y | +49.6% | +2.8% | +46.8% | +35.5% |
| 5Y | +98.9% | -8.8% | +107.7% | +88.7% |
| All | +118.6% | +30.3% | +88.4% | +73.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALC.
Daily Out/Under-Performance
Portfolio return minus ALC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALC 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 ALC 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