+56.0%
OVV vs M
-7.1%
+63.1%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.8% | +0.3% |
| 7D | +8.0% | +7.0% | +1.0% | +5.5% |
| 30D | -2.0% | +8.9% | -10.9% | -5.4% |
| 3M | +5.4% | +4.5% | +0.9% | +2.7% |
| 6M | +14.3% | +36.2% | -21.9% | +0.3% |
| YTD | +69.4% | +15.1% | +54.3% | +55.4% |
| 1Y | +72.4% | +27.4% | +44.9% | +51.9% |
| 3Y | +58.4% | +160.1% | -101.8% | -2.7% |
| 5Y | +106.1% | -1.6% | +107.7% | +67.5% |
| All | +56.0% | -7.1% | +63.1% | -9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside M.
Daily Out/Under-Performance
Portfolio return minus M return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × M 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 M 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