+48.2%
OVV vs CPB
-38.3%
+86.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.6% | -0.5% |
| 7D | -16.7% | +8.0% | -24.6% | -17.2% |
| 30D | -1.5% | +22.4% | -23.9% | -3.2% |
| 3M | +1.6% | +2.5% | -1.0% | +1.3% |
| 6M | +2.0% | +12.2% | -10.2% | +0.7% |
| YTD | +56.8% | -12.8% | +69.6% | +58.5% |
| 1Y | +64.8% | -19.2% | +84.0% | +67.8% |
| 3Y | +38.3% | -35.6% | +73.8% | +42.8% |
| 5Y | +84.9% | -31.4% | +116.3% | +88.0% |
| All | +48.2% | -38.3% | +86.5% | +71.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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