+171.6%
OVV vs EFX
+669.2%
-497.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -6.4% | +4.6% | +0.9% |
| 7D | +0.3% | -8.6% | +8.9% | +4.0% |
| 30D | +11.7% | +0.1% | +11.6% | +11.2% |
| 3M | +9.8% | +3.8% | +6.0% | +6.1% |
| 6M | +26.6% | -13.5% | +40.1% | +30.7% |
| YTD | +67.0% | -17.7% | +84.7% | +73.9% |
| 1Y | +55.9% | -25.6% | +81.5% | +68.6% |
| 3Y | +45.5% | -12.1% | +57.6% | +39.1% |
| 5Y | +157.3% | -33.8% | +191.2% | +172.3% |
| 10Y | +65.0% | +45.1% | +19.9% | +21.0% |
| All | +171.6% | +669.2% | -497.5% | -16.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling