+56.0%
OVV vs GEN
+152.9%
-96.9%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.4% | -1.6% | +0.1% |
| 7D | +8.0% | +2.0% | +6.0% | +7.4% |
| 30D | -2.0% | +27.7% | -29.8% | -8.8% |
| 3M | +5.4% | +3.3% | +2.2% | +3.4% |
| 6M | +14.3% | +31.8% | -17.5% | +3.7% |
| YTD | +69.4% | +13.5% | +55.9% | +59.3% |
| 1Y | +72.4% | +16.0% | +56.3% | +60.9% |
| 3Y | +58.4% | +70.6% | -12.2% | +29.9% |
| 5Y | +106.1% | +32.1% | +74.0% | +76.7% |
| All | +56.0% | +152.9% | -96.9% | +5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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