+52.4%
OVV vs ED
+102.4%
-50.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.3% | -0.4% | -1.7% |
| 7D | +0.3% | -0.2% | +0.4% | +0.3% |
| 30D | +11.7% | -0.1% | +11.9% | +11.7% |
| 3M | +9.8% | +3.9% | +5.9% | +9.5% |
| 6M | +26.6% | -3.0% | +29.6% | +26.8% |
| YTD | +67.0% | +10.7% | +56.3% | +65.9% |
| 1Y | +55.9% | +13.3% | +42.6% | +54.5% |
| 3Y | +45.5% | +34.5% | +11.0% | +40.6% |
| 5Y | +157.3% | +67.1% | +90.2% | +145.9% |
| All | +52.4% | +102.4% | -50.0% | +55.3% |
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