+45.1%
OVV vs EME
+915.6%
-870.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.1% | +3.0% | +2.5% |
| 7D | -7.3% | -8.8% | +1.5% | -2.9% |
| 30D | -3.6% | -18.2% | +14.6% | +6.9% |
| 3M | -2.6% | -20.2% | +17.6% | +8.2% |
| 6M | +7.6% | -29.9% | +37.5% | +25.5% |
| YTD | +59.6% | +5.7% | +53.9% | +38.7% |
| 1Y | +62.2% | -1.5% | +63.7% | +46.5% |
| 3Y | +49.6% | +208.4% | -158.8% | -49.8% |
| 5Y | +98.9% | +401.9% | -303.0% | -57.2% |
| 10Y | +45.1% | +914.2% | -869.1% | -76.7% |
| All | +45.1% | +915.6% | -870.5% | -76.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 10y: compounded portfolio wealth divided by compounded EME 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…
10y analysis · Full analysis span regression · 6 months rolling