+154.9%
OVV vs MDY
+845.4%
-690.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.2% | -3.2% | -3.7% |
| 7D | -10.7% | +0.7% | -11.4% | -11.6% |
| 30D | -5.3% | +1.3% | -6.6% | -7.2% |
| 3M | +2.4% | -4.1% | +6.5% | +6.5% |
| 6M | +5.7% | +1.0% | +4.7% | +2.5% |
| YTD | +56.8% | +13.3% | +43.4% | +30.8% |
| 1Y | +59.3% | +15.7% | +43.5% | +29.2% |
| 3Y | +49.0% | +59.6% | -10.6% | -16.6% |
| 5Y | +88.1% | +36.3% | +51.8% | +28.9% |
| 10Y | +42.5% | +173.6% | -131.1% | -37.7% |
| All | +154.9% | +845.4% | -690.4% | -58.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling