+158.3%
OVV vs CAPR
+84.7%
+73.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.3% | -3.0% | -1.8% |
| 7D | +0.3% | -2.0% | +2.2% | +0.3% |
| 30D | +11.7% | +139.2% | -127.5% | +9.2% |
| 3M | +9.8% | -66.4% | +76.2% | +10.8% |
| 6M | +26.6% | -63.1% | +89.7% | +27.3% |
| YTD | +67.0% | -67.4% | +134.5% | +68.3% |
| 1Y | +55.9% | +58.2% | -2.3% | +44.2% |
| 3Y | +45.5% | +42.2% | +3.3% | +20.7% |
| All | +158.3% | +84.7% | +73.7% | +82.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling