+155.0%
OVV vs CHD
+2,865.8%
-2,710.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | -0.3% |
| 7D | -16.7% | +2.0% | -18.6% | -17.1% |
| 30D | -1.5% | +13.0% | -14.5% | -4.1% |
| 3M | +1.6% | +6.1% | -4.5% | +0.1% |
| 6M | +2.0% | +15.9% | -13.8% | -1.6% |
| YTD | +56.8% | +31.6% | +25.2% | +46.6% |
| 1Y | +64.8% | +28.5% | +36.4% | +55.0% |
| 3Y | +38.3% | +30.5% | +7.8% | +27.4% |
| 5Y | +84.9% | +30.7% | +54.2% | +66.7% |
| 10Y | +54.5% | +184.2% | -129.7% | +7.4% |
| All | +155.0% | +2,865.8% | -2,710.8% | +2.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling