+106.0%
OVV vs CHD
+33.2%
+72.8%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.6% | +0.9% |
| 7D | +8.0% | +3.6% | +4.4% | +8.4% |
| 30D | -2.0% | +10.4% | -12.4% | -1.1% |
| 3M | +5.4% | +12.2% | -6.8% | +6.6% |
| 6M | +14.3% | +19.9% | -5.6% | +16.3% |
| YTD | +69.4% | +36.4% | +33.0% | +73.8% |
| 1Y | +72.4% | +35.1% | +37.2% | +76.8% |
| 3Y | +58.4% | +29.2% | +29.2% | +62.0% |
| All | +106.0% | +33.2% | +72.8% | +107.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling