+58.4%
OVV vs HDB
+38.3%
+20.1%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.6% |
| 7D | +0.3% | +0.4% | -0.2% | +0.1% |
| 30D | +11.7% | -2.8% | +14.5% | +12.8% |
| 3M | +9.8% | -3.5% | +13.3% | +10.2% |
| 6M | +26.6% | -24.7% | +51.3% | +39.1% |
| YTD | +67.0% | -36.6% | +103.6% | +97.6% |
| 1Y | +55.9% | -34.4% | +90.3% | +81.1% |
| 3Y | +45.5% | -24.4% | +69.9% | +53.0% |
| 5Y | +157.3% | -35.4% | +192.7% | +186.5% |
| All | +58.4% | +38.3% | +20.1% | +38.2% |
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