+51.1%
OVV vs FND
+66.0%
-15.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.7% | -3.5% | -2.2% |
| 7D | +0.3% | -5.2% | +5.5% | +1.5% |
| 30D | +11.7% | -19.9% | +31.6% | +17.7% |
| 3M | +9.8% | +2.7% | +7.1% | +6.6% |
| 6M | +26.6% | -21.7% | +48.2% | +30.6% |
| YTD | +67.0% | -17.5% | +84.5% | +68.6% |
| 1Y | +55.9% | -39.3% | +95.2% | +71.1% |
| 3Y | +45.5% | -49.8% | +95.3% | +60.9% |
| 5Y | +157.3% | -60.1% | +217.4% | +187.2% |
| All | +51.1% | +66.0% | -15.0% | +18.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling