+156.7%
OVV vs HAS
+1,412.9%
-1,256.2%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.7% | -1.2% | -2.2% |
| 7D | -14.9% | 0.0% | -14.9% | -14.9% |
| 30D | -0.9% | +31.3% | -32.2% | -11.5% |
| 3M | +5.6% | +32.1% | -26.5% | -6.1% |
| 6M | -2.5% | +28.1% | -30.6% | -13.1% |
| YTD | +57.8% | +49.1% | +8.7% | +30.3% |
| 1Y | +70.1% | +60.5% | +9.5% | +35.9% |
| 3Y | +35.1% | +183.9% | -148.7% | -17.3% |
| 5Y | +86.1% | +51.2% | +34.9% | +44.6% |
| 10Y | +55.5% | +105.3% | -49.7% | +6.2% |
| All | +156.7% | +1,412.9% | -1,256.2% | -9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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