+60.2%
OVV vs FND
-44.9%
+105.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.6% | +3.6% | -1.9% |
| 7D | -3.7% | +0.4% | -4.1% | -3.6% |
| 30D | +8.0% | -23.6% | +31.5% | +2.8% |
| 3M | +11.3% | +4.3% | +6.9% | +11.7% |
| 6M | +24.0% | -20.3% | +44.3% | +25.5% |
| YTD | +65.3% | -21.3% | +86.6% | +67.6% |
| 1Y | +60.2% | -45.4% | +105.5% | +60.6% |
| All | +60.2% | -44.9% | +105.0% | +60.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling