+158.3%
OVV vs HIG
+124.5%
+33.9%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.6% | -1.0% |
| 7D | +0.3% | +0.3% | 0.0% | 0.0% |
| 30D | +11.7% | -3.2% | +15.0% | +13.9% |
| 3M | +9.8% | +9.1% | +0.7% | +2.7% |
| 6M | +26.6% | -1.8% | +28.3% | +26.5% |
| YTD | +67.0% | +1.8% | +65.3% | +62.0% |
| 1Y | +55.9% | +4.6% | +51.4% | +47.4% |
| 3Y | +45.5% | +101.6% | -56.1% | -24.2% |
| All | +158.3% | +124.5% | +33.9% | +17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 5y: compounded portfolio wealth divided by compounded HIG 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…
5y analysis · Full analysis span regression · 6 months rolling