+155.0%
OVV vs HRB
+431.1%
-276.1%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.2% | +3.6% | +0.5% |
| 7D | -16.7% | +2.7% | -19.4% | -17.4% |
| 30D | -1.5% | +22.1% | -23.6% | -7.1% |
| 3M | +1.6% | +15.7% | -14.1% | -3.4% |
| 6M | +2.0% | +83.3% | -81.3% | -16.2% |
| YTD | +56.8% | +25.0% | +31.8% | +42.3% |
| 1Y | +64.8% | +6.9% | +57.9% | +56.3% |
| 3Y | +38.3% | +39.0% | -0.8% | +17.7% |
| 5Y | +84.9% | +146.4% | -61.5% | +28.7% |
| 10Y | +54.5% | +254.4% | -199.9% | -9.5% |
| All | +155.0% | +431.1% | -276.1% | +14.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling