+158.7%
OVV vs MDY
+47.1%
+111.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.4% | -0.3% |
| 7D | -3.7% | +1.0% | -4.8% | -4.8% |
| 30D | +8.0% | -3.1% | +11.1% | +11.5% |
| 3M | +11.3% | +1.8% | +9.4% | +8.0% |
| 6M | +24.0% | +10.8% | +13.2% | +7.8% |
| YTD | +65.3% | +14.4% | +50.9% | +37.8% |
| 1Y | +60.2% | +15.2% | +45.0% | +31.9% |
| 3Y | +46.9% | +51.2% | -4.2% | -13.3% |
| 5Y | +158.7% | +47.2% | +111.5% | +64.3% |
| All | +158.7% | +47.1% | +111.6% | +64.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling