+54.7%
OVV vs MOH
+264.4%
-209.7%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.0% | -2.5% | -0.9% |
| 7D | -1.7% | +1.7% | -3.4% | -2.1% |
| 30D | +0.8% | -0.9% | +1.7% | +0.9% |
| 3M | +13.3% | +5.7% | +7.5% | +11.0% |
| 6M | +16.9% | +39.1% | -22.2% | +6.7% |
| YTD | +64.3% | +17.7% | +46.6% | +53.1% |
| 1Y | +54.2% | +8.4% | +45.8% | +45.2% |
| 3Y | +51.3% | -36.6% | +87.9% | +53.5% |
| 5Y | +154.3% | -19.1% | +173.3% | +132.0% |
| All | +54.7% | +264.4% | -209.7% | -8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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