+54.8%
OVV vs HRB
+226.2%
-171.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.5% | +2.7% | +2.4% |
| 7D | +6.5% | -7.8% | +14.3% | +8.9% |
| 30D | -2.7% | +15.7% | -18.4% | -7.0% |
| 3M | +3.1% | -5.5% | +8.7% | +4.1% |
| 6M | +12.8% | +41.1% | -28.3% | +0.1% |
| YTD | +68.1% | +20.4% | +47.8% | +54.2% |
| 1Y | +73.6% | +15.2% | +58.4% | +61.4% |
| 3Y | +57.6% | +24.3% | +33.3% | +36.8% |
| 5Y | +104.5% | +144.7% | -40.2% | +31.3% |
| All | +54.8% | +226.2% | -171.4% | -11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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