+54.8%
OVV vs CHD
+191.9%
-137.2%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.3% | +2.5% | +2.2% |
| 7D | +6.5% | +0.4% | +6.2% | +6.5% |
| 30D | -2.7% | +11.6% | -14.2% | -2.7% |
| 3M | +3.1% | +10.7% | -7.6% | +3.1% |
| 6M | +12.8% | +20.2% | -7.4% | +12.7% |
| YTD | +68.1% | +34.5% | +33.6% | +67.5% |
| 1Y | +73.6% | +32.6% | +41.1% | +73.0% |
| 3Y | +57.6% | +29.1% | +28.5% | +56.4% |
| 5Y | +104.5% | +31.5% | +73.0% | +100.3% |
| All | +54.8% | +191.9% | -137.2% | +69.6% |
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