+72.0%
OVV vs EFX
-7.5%
+79.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +2.4% | -8.0% | -5.3% |
| 7D | -12.1% | +9.2% | -21.3% | -11.3% |
| 30D | +2.9% | +34.8% | -31.9% | +6.0% |
| 3M | +3.7% | +8.8% | -5.1% | +4.3% |
| 6M | +0.6% | +12.3% | -11.7% | +1.9% |
| YTD | +62.5% | -10.6% | +73.1% | +62.4% |
| 1Y | +72.0% | -6.7% | +78.8% | +71.3% |
| All | +72.0% | -7.5% | +79.5% | +71.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 1y: compounded portfolio wealth divided by compounded EFX 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…
1y analysis · Full analysis span regression · 6 months rolling