+154.9%
OVV vs EFX
+718.2%
-563.2%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.6% | +0.2% |
| 7D | -10.7% | -2.2% | -8.6% | -10.0% |
| 30D | -5.3% | +29.2% | -34.5% | -15.7% |
| 3M | +2.4% | +3.5% | -1.1% | -0.6% |
| 6M | +5.7% | +7.8% | -2.1% | -0.9% |
| YTD | +56.8% | -12.4% | +69.2% | +57.3% |
| 1Y | +59.3% | -8.2% | +67.5% | +56.1% |
| 3Y | +49.0% | +4.7% | +44.3% | +30.5% |
| 5Y | +88.1% | -32.0% | +120.2% | +95.7% |
| 10Y | +42.5% | +69.1% | -26.5% | -3.5% |
| All | +154.9% | +718.2% | -563.2% | -24.0% |
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