+54.7%
OVV vs MKTX
+5.0%
+49.6%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | -1.7% | -0.2% | -1.4% | -1.6% |
| 30D | +0.8% | +0.7% | 0.0% | +0.7% |
| 3M | +13.3% | +40.8% | -27.5% | +8.1% |
| 6M | +16.9% | -8.0% | +24.9% | +17.7% |
| YTD | +64.3% | -8.7% | +73.0% | +65.3% |
| 1Y | +54.2% | -11.8% | +66.0% | +55.7% |
| 3Y | +51.3% | -24.0% | +75.4% | +53.2% |
| 5Y | +154.3% | -60.3% | +214.6% | +174.3% |
| All | +54.7% | +5.0% | +49.6% | +20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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