+48.2%
OVV vs FGI
-4.4%
+52.6%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +7.5% | -9.3% | -1.8% |
| 7D | +0.3% | +0.5% | -0.3% | +0.3% |
| 30D | +11.7% | +65.4% | -53.7% | +11.4% |
| 3M | +9.8% | +23.5% | -13.7% | +9.7% |
| 6M | +26.6% | +60.5% | -34.0% | +25.2% |
| YTD | +67.0% | +30.0% | +37.0% | +65.8% |
| 1Y | +55.9% | +82.1% | -26.1% | +50.4% |
| All | +48.2% | -4.4% | +52.6% | +43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 3y: compounded portfolio wealth divided by compounded FGI 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…
3y analysis · Full analysis span regression · 6 months rolling