+53.8%
OVV vs MKTX
+1,446.2%
-1,392.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.8% | -1.7% |
| 7D | +0.3% | +0.4% | -0.1% | +0.2% |
| 30D | +11.7% | +1.1% | +10.6% | +11.5% |
| 3M | +9.8% | +36.1% | -26.3% | +2.8% |
| 6M | +26.6% | -12.9% | +39.4% | +28.6% |
| YTD | +67.0% | -8.5% | +75.5% | +67.9% |
| 1Y | +55.9% | -7.5% | +63.5% | +56.1% |
| 3Y | +45.5% | -28.3% | +73.8% | +49.2% |
| 5Y | +157.3% | -63.3% | +220.6% | +195.0% |
| 10Y | +65.0% | +4.5% | +60.5% | +45.2% |
| All | +53.8% | +1,446.2% | -1,392.5% | -36.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling