+50.8%
OVV vs HRB
+213.0%
-162.1%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.5% | +5.4% | +0.8% |
| 7D | -3.7% | -9.1% | +5.3% | -1.2% |
| 30D | +8.0% | +0.3% | +7.7% | +7.1% |
| 3M | +11.3% | +23.4% | -12.1% | +3.3% |
| 6M | +24.0% | +45.1% | -21.1% | +8.1% |
| YTD | +65.3% | +8.9% | +56.4% | +56.7% |
| 1Y | +60.2% | -7.9% | +68.1% | +59.8% |
| 3Y | +46.9% | +27.9% | +19.0% | +25.4% |
| 5Y | +158.7% | +108.3% | +50.4% | +76.3% |
| 10Y | +50.8% | +208.4% | -157.6% | -11.5% |
| All | +50.8% | +213.0% | -162.1% | -11.5% |
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