+155.0%
OVV vs ED
+712.2%
-557.2%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.7% | +0.1% |
| 7D | -16.7% | +1.6% | -18.3% | -17.2% |
| 30D | -1.5% | +13.3% | -14.8% | -5.4% |
| 3M | +1.6% | +9.7% | -8.1% | -1.6% |
| 6M | +2.0% | +12.8% | -10.8% | -2.1% |
| YTD | +56.8% | +22.3% | +34.5% | +46.4% |
| 1Y | +64.8% | +26.3% | +38.5% | +52.2% |
| 3Y | +38.3% | +45.0% | -6.8% | +18.9% |
| 5Y | +84.9% | +80.2% | +4.7% | +45.5% |
| 10Y | +54.5% | +129.9% | -75.3% | -1.3% |
| All | +155.0% | +712.2% | -557.2% | -30.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling