+158.3%
OVV vs COMP
-31.2%
+189.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.5% | -2.3% | -1.8% |
| 7D | +0.3% | +1.4% | -1.1% | +0.1% |
| 30D | +11.7% | -13.3% | +25.1% | +13.2% |
| 3M | +9.8% | +41.1% | -31.3% | +4.7% |
| 6M | +26.6% | +17.2% | +9.4% | +21.8% |
| YTD | +67.0% | +5.2% | +61.8% | +62.2% |
| 1Y | +55.9% | +18.9% | +37.0% | +47.8% |
| 3Y | +45.5% | +215.9% | -170.4% | +13.7% |
| All | +158.3% | -31.2% | +189.5% | +114.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling