+60.2%
OVV vs MTB
+23.0%
+37.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -1.0% |
| 7D | -3.7% | +2.8% | -6.5% | -3.7% |
| 30D | +8.0% | -4.2% | +12.2% | +8.0% |
| 3M | +11.3% | +7.8% | +3.5% | +10.6% |
| 6M | +24.0% | +14.8% | +9.2% | +22.7% |
| YTD | +65.3% | +20.8% | +44.5% | +60.3% |
| 1Y | +60.2% | +23.1% | +37.0% | +51.7% |
| All | +60.2% | +23.0% | +37.1% | +51.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling