+72.4%
OVV vs COMP
+7.7%
+64.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +1.1% |
| 7D | +8.0% | 0.0% | +8.0% | +8.1% |
| 30D | -2.0% | +16.6% | -18.6% | +1.3% |
| 3M | +5.4% | -23.5% | +28.9% | +1.2% |
| 6M | +14.3% | +25.7% | -11.5% | +20.3% |
| YTD | +69.4% | -3.4% | +72.8% | +85.5% |
| 1Y | +72.4% | +7.6% | +64.8% | +88.0% |
| All | +72.4% | +7.7% | +64.7% | +88.0% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 1y: compounded portfolio wealth divided by compounded COMP 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…
1y analysis · Full analysis span regression · 6 months rolling