+50.8%
OVV vs ED
+104.2%
-53.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -1.1% |
| 7D | -3.7% | +0.5% | -4.3% | -3.8% |
| 30D | +8.0% | +1.1% | +6.9% | +7.9% |
| 3M | +11.3% | +4.6% | +6.6% | +11.0% |
| 6M | +24.0% | -2.0% | +26.0% | +24.1% |
| YTD | +65.3% | +11.7% | +53.6% | +64.1% |
| 1Y | +60.2% | +15.7% | +44.4% | +58.5% |
| 3Y | +46.9% | +34.4% | +12.6% | +42.0% |
| 5Y | +158.7% | +67.3% | +91.4% | +147.1% |
| 10Y | +50.8% | +104.0% | -53.2% | +53.6% |
| All | +50.8% | +104.2% | -53.4% | +53.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ED 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling