+50.8%
OVV vs EAT
+373.3%
-322.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.4% | +2.3% | +0.1% |
| 7D | -3.7% | -4.9% | +1.2% | -2.1% |
| 30D | +8.0% | -1.2% | +9.2% | +7.9% |
| 3M | +11.3% | +52.2% | -41.0% | -5.0% |
| 6M | +24.0% | +65.0% | -41.0% | +0.6% |
| YTD | +65.3% | +55.0% | +10.3% | +36.0% |
| 1Y | +60.2% | +42.1% | +18.1% | +33.4% |
| 3Y | +46.9% | +614.7% | -567.8% | -39.1% |
| 5Y | +158.7% | +322.7% | -164.0% | +20.8% |
| 10Y | +50.8% | +382.0% | -331.2% | -31.1% |
| All | +50.8% | +373.3% | -322.5% | -31.1% |
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