+50.8%
OVV vs CHD
+124.1%
-73.3%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.0% | +1.0% | -1.0% |
| 7D | -3.7% | -2.9% | -0.8% | -3.7% |
| 30D | +8.0% | -6.2% | +14.2% | +8.0% |
| 3M | +11.3% | +1.6% | +9.7% | +11.2% |
| 6M | +24.0% | -3.5% | +27.5% | +24.1% |
| YTD | +65.3% | +16.2% | +49.1% | +64.9% |
| 1Y | +60.2% | +3.4% | +56.8% | +60.0% |
| 3Y | +46.9% | +4.6% | +42.3% | +46.5% |
| 5Y | +158.7% | +21.1% | +137.6% | +153.0% |
| 10Y | +50.8% | +126.5% | -75.7% | +58.9% |
| All | +50.8% | +124.1% | -73.3% | +58.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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