+59.3%
OVV vs FND
-10.2%
+69.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.1% | -4.1% | +0.9% |
| 7D | -10.7% | +8.5% | -19.3% | -8.7% |
| 30D | -5.3% | +17.2% | -22.5% | -1.2% |
| 3M | +2.4% | -14.9% | +17.3% | -0.3% |
| 6M | +5.7% | +3.1% | +2.6% | +8.4% |
| YTD | +56.8% | -12.4% | +69.2% | +63.5% |
| All | +59.3% | -10.2% | +69.6% | +65.6% |
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