+56.0%
OVV vs MKTX
+1,471.0%
-1,415.1%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.7% | +0.8% |
| 7D | +8.0% | +0.2% | +7.8% | +8.0% |
| 30D | -2.0% | +0.9% | -3.0% | -2.2% |
| 3M | +5.4% | +2.6% | +2.8% | +4.9% |
| 6M | +14.3% | +20.4% | -6.2% | +9.4% |
| YTD | +69.4% | -7.1% | +76.5% | +69.8% |
| 1Y | +72.4% | -2.8% | +75.1% | +71.1% |
| 3Y | +58.4% | -21.7% | +80.1% | +60.3% |
| 5Y | +106.1% | -54.5% | +160.6% | +127.0% |
| 10Y | +59.6% | +13.0% | +46.7% | +38.5% |
| All | +56.0% | +1,471.0% | -1,415.1% | -35.6% |
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