+64.7%
OVV vs M
+25.7%
+39.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.9% | +4.0% | +2.9% |
| 7D | +1.2% | -3.3% | +4.5% | +0.9% |
| 30D | -2.5% | +8.1% | -10.6% | -1.6% |
| 3M | +0.5% | +2.2% | -1.7% | +1.1% |
| 6M | +8.5% | +35.1% | -26.6% | +10.7% |
| YTD | +64.5% | +15.8% | +48.6% | +70.2% |
| 1Y | +64.7% | +25.8% | +38.8% | +69.8% |
| All | +64.7% | +25.7% | +39.0% | +69.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling