+54.8%
OVV vs HDB
+62.8%
-8.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.2% | +3.4% | +2.7% |
| 7D | +6.5% | +4.1% | +2.4% | +4.9% |
| 30D | -2.7% | +13.0% | -15.6% | -7.4% |
| 3M | +3.1% | +11.3% | -8.1% | -1.7% |
| 6M | +12.8% | +6.9% | +5.9% | +8.0% |
| YTD | +68.1% | -29.6% | +97.8% | +89.9% |
| 1Y | +73.6% | -29.5% | +103.2% | +95.8% |
| 3Y | +57.6% | -8.1% | +65.7% | +51.5% |
| 5Y | +104.5% | -23.4% | +127.9% | +109.9% |
| All | +54.8% | +62.8% | -8.0% | +21.6% |
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