+58.4%
OVV vs EFX
+4.8%
+53.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.7% |
| 7D | +8.0% | -0.8% | +8.8% | +8.1% |
| 30D | -2.0% | +25.1% | -27.2% | -5.0% |
| 3M | +5.4% | +1.7% | +3.8% | +4.8% |
| 6M | +14.3% | +18.4% | -4.1% | +10.5% |
| YTD | +69.4% | -12.5% | +81.9% | +72.7% |
| 1Y | +72.4% | -8.1% | +80.5% | +72.9% |
| 3Y | +58.4% | +4.8% | +53.6% | +43.2% |
| All | +58.4% | +4.8% | +53.5% | +43.2% |
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