+48.2%
OVV vs ESI
+312.6%
-264.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.9% | -2.6% | -1.7% |
| 7D | -16.7% | -8.5% | -8.1% | -12.5% |
| 30D | -1.5% | -15.7% | +14.2% | +7.6% |
| 3M | +1.6% | -18.2% | +19.8% | +11.3% |
| 6M | +2.0% | -28.8% | +30.9% | +16.9% |
| YTD | +56.8% | +26.3% | +30.6% | +17.7% |
| 1Y | +64.8% | +18.2% | +46.6% | +28.5% |
| 3Y | +38.3% | +68.1% | -29.8% | -20.9% |
| 5Y | +84.9% | +28.8% | +56.1% | +23.8% |
| All | +48.2% | +312.6% | -264.4% | -53.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 ESI 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