+39.2%
OVV vs FGI
+2.3%
+36.8%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | 0.0% | -2.8% | -2.9% |
| 7D | -14.9% | -11.6% | -3.3% | -14.9% |
| 30D | -0.9% | -3.3% | +2.4% | -0.9% |
| 3M | +5.6% | +65.6% | -60.0% | +5.2% |
| 6M | -2.5% | -2.8% | +0.3% | -2.5% |
| YTD | +57.8% | +30.1% | +27.7% | +56.5% |
| 1Y | +70.1% | +50.2% | +19.9% | +67.1% |
| All | +39.2% | +2.3% | +36.8% | +34.5% |
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