+54.8%
OVV vs MTB
+113.8%
-59.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.2% | +2.4% | +2.4% |
| 7D | +6.5% | 0.0% | +6.5% | +6.5% |
| 30D | -2.7% | +0.8% | -3.5% | -3.7% |
| 3M | +3.1% | -12.8% | +15.9% | +13.8% |
| 6M | +12.8% | +6.7% | +6.1% | +5.3% |
| YTD | +68.1% | +11.3% | +56.8% | +49.4% |
| 1Y | +73.6% | +20.2% | +53.5% | +44.7% |
| 3Y | +57.6% | +103.8% | -46.2% | -18.8% |
| 5Y | +104.5% | +60.9% | +43.7% | +18.3% |
| All | +54.8% | +113.8% | -59.0% | -12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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