+45.1%
OVV vs EAT
+328.6%
-283.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.1% | +5.9% | +3.2% |
| 7D | -7.3% | -5.9% | -1.4% | -5.7% |
| 30D | -3.6% | +0.7% | -4.2% | -4.6% |
| 3M | -2.6% | -14.2% | +11.6% | +0.6% |
| 6M | +7.6% | +40.7% | -33.1% | -7.6% |
| YTD | +59.6% | +36.0% | +23.6% | +35.3% |
| 1Y | +62.2% | +83.1% | -20.8% | +21.8% |
| 3Y | +49.6% | +474.8% | -425.2% | -33.6% |
| 5Y | +98.9% | +347.6% | -248.7% | -11.6% |
| 10Y | +45.1% | +321.5% | -276.4% | -29.6% |
| All | +45.1% | +328.6% | -283.5% | -29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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