+54.9%
OVV vs ED
+141.1%
-86.1%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.1% | +3.1% | +3.0% |
| 7D | +1.2% | -0.9% | +2.2% | +1.3% |
| 30D | -2.5% | +11.2% | -13.7% | -3.2% |
| 3M | +0.5% | +11.8% | -11.3% | -0.3% |
| 6M | +8.5% | +14.1% | -5.6% | +7.5% |
| YTD | +64.5% | +23.0% | +41.5% | +62.1% |
| 1Y | +64.7% | +23.7% | +41.0% | +62.2% |
| 3Y | +54.1% | +47.7% | +6.4% | +48.0% |
| 5Y | +95.4% | +82.6% | +12.8% | +85.5% |
| 10Y | +54.9% | +141.8% | -86.8% | +73.9% |
| All | +54.9% | +141.1% | -86.1% | +73.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling