+49.0%
OVV vs EFX
+4.0%
+45.0%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.6% | 0.0% |
| 7D | -10.7% | -2.2% | -8.6% | -10.5% |
| 30D | -5.3% | +29.2% | -34.5% | -8.5% |
| 3M | +2.4% | +3.5% | -1.1% | +1.6% |
| 6M | +5.7% | +7.8% | -2.1% | +3.8% |
| YTD | +56.8% | -12.4% | +69.2% | +59.7% |
| 1Y | +59.3% | -8.2% | +67.5% | +59.9% |
| 3Y | +49.0% | +4.7% | +44.3% | +38.3% |
| All | +49.0% | +4.0% | +45.0% | +38.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling