+41.8%
OVV vs FND
+76.3%
-34.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.1% | -4.1% | -1.0% |
| 7D | -10.7% | +8.5% | -19.3% | -12.8% |
| 30D | -5.3% | +17.2% | -22.5% | -9.6% |
| 3M | +2.4% | -14.9% | +17.3% | +5.4% |
| 6M | +5.7% | +3.1% | +2.6% | +1.3% |
| YTD | +56.8% | -12.4% | +69.2% | +54.5% |
| 1Y | +59.3% | -10.0% | +69.3% | +55.1% |
| 3Y | +49.0% | -31.3% | +80.3% | +48.8% |
| 5Y | +88.1% | -60.3% | +148.4% | +111.2% |
| All | +41.8% | +76.3% | -34.5% | +8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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