+154.9%
OVV vs MKC
+528.0%
-373.0%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.0% | +0.3% |
| 7D | -10.7% | -1.9% | -8.8% | -10.3% |
| 30D | -5.3% | +8.0% | -13.3% | -8.1% |
| 3M | +2.4% | -8.6% | +11.0% | +4.7% |
| 6M | +5.7% | +1.1% | +4.6% | +3.8% |
| YTD | +56.8% | -27.7% | +84.4% | +71.7% |
| 1Y | +59.3% | -23.7% | +83.0% | +70.9% |
| 3Y | +49.0% | -19.4% | +68.4% | +53.6% |
| 5Y | +88.1% | -33.3% | +121.5% | +102.8% |
| 10Y | +42.5% | +24.0% | +18.5% | +15.7% |
| All | +154.9% | +528.0% | -373.0% | +9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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