+73.6%
OVV vs CAPR
+65.7%
+8.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -8.7% | +11.0% | +2.3% |
| 7D | +6.5% | +19.1% | -12.5% | +6.3% |
| 30D | -2.7% | +48.8% | -51.5% | -3.2% |
| 3M | +3.1% | +144.4% | -141.2% | +1.6% |
| 6M | +12.8% | -67.5% | +80.3% | +13.3% |
| YTD | +68.1% | -64.5% | +132.7% | +68.5% |
| 1Y | +73.6% | +74.4% | -0.8% | +67.3% |
| All | +73.6% | +65.7% | +8.0% | +67.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 1y: compounded portfolio wealth divided by compounded CAPR 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…
1y analysis · Full analysis span regression · 6 months rolling