+42.5%
OVV vs EAT
+375.0%
-332.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.4% | +0.5% |
| 7D | -10.7% | -3.9% | -6.8% | -9.7% |
| 30D | -5.3% | +5.0% | -10.3% | -7.6% |
| 3M | +2.4% | -9.6% | +12.0% | +4.0% |
| 6M | +5.7% | +46.8% | -41.1% | -10.5% |
| YTD | +56.8% | +41.8% | +14.9% | +31.1% |
| 1Y | +59.3% | +98.3% | -39.0% | +16.3% |
| 3Y | +49.0% | +503.1% | -454.1% | -34.9% |
| 5Y | +88.1% | +356.7% | -268.5% | -16.6% |
| 10Y | +42.5% | +349.8% | -307.2% | -32.6% |
| All | +42.5% | +375.0% | -332.4% | -32.6% |
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