+54.9%
OVV vs HDB
+64.3%
-9.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.2% | +2.9% | +3.0% |
| 7D | +1.2% | +6.9% | -5.7% | -1.3% |
| 30D | -2.5% | +15.2% | -17.8% | -8.0% |
| 3M | +0.5% | +11.7% | -11.2% | -4.4% |
| 6M | +8.5% | +7.5% | +1.0% | +3.7% |
| YTD | +64.5% | -28.8% | +93.2% | +84.9% |
| 1Y | +64.7% | -29.1% | +93.8% | +85.3% |
| 3Y | +54.1% | -7.0% | +61.2% | +47.5% |
| 5Y | +95.4% | -22.1% | +117.5% | +99.1% |
| 10Y | +54.9% | +64.9% | -10.0% | +21.5% |
| All | +54.9% | +64.3% | -9.4% | +21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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