+75.2%
OVV vs FGI
-70.6%
+145.8%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.1% | -0.6% |
| 7D | -16.7% | -7.0% | -9.7% | -16.6% |
| 30D | -1.5% | -4.2% | +2.7% | -1.5% |
| 3M | +1.6% | +55.6% | -54.0% | -0.2% |
| 6M | +2.0% | -3.2% | +5.2% | +1.2% |
| YTD | +56.8% | +29.1% | +27.7% | +51.8% |
| 1Y | +64.8% | +51.0% | +13.9% | +56.9% |
| 3Y | +38.3% | +1.5% | +36.8% | +26.9% |
| All | +75.2% | -70.6% | +145.8% | +69.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling