+54.8%
OVV vs MDY
+165.7%
-110.9%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.2% | +3.4% | +3.9% |
| 7D | +6.5% | +3.0% | +3.5% | +1.9% |
| 30D | -2.7% | +0.8% | -3.5% | -4.5% |
| 3M | +3.1% | -5.1% | +8.3% | +9.9% |
| 6M | +12.8% | +1.2% | +11.6% | +8.0% |
| YTD | +68.1% | +12.5% | +55.7% | +34.6% |
| 1Y | +73.6% | +13.8% | +59.9% | +36.1% |
| 3Y | +57.6% | +56.4% | +1.1% | -25.4% |
| 5Y | +104.5% | +35.3% | +69.2% | +22.1% |
| All | +54.8% | +165.7% | -110.9% | -44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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