+42.5%
OVV vs EXR
+215.3%
-172.7%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.2% |
| 7D | -10.7% | +2.7% | -13.4% | -11.4% |
| 30D | -5.3% | +18.9% | -24.2% | -9.4% |
| 3M | +2.4% | +8.4% | -6.0% | +0.1% |
| 6M | +5.7% | +14.3% | -8.7% | +1.7% |
| YTD | +56.8% | +27.2% | +29.5% | +45.7% |
| 1Y | +59.3% | +25.9% | +33.3% | +48.5% |
| 3Y | +49.0% | +54.6% | -5.7% | +29.2% |
| 5Y | +88.1% | -0.6% | +88.7% | +81.2% |
| 10Y | +42.5% | +208.5% | -166.0% | +23.9% |
| All | +42.5% | +215.3% | -172.7% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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