+171.6%
OVV vs MTB
+478.8%
-307.1%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.7% | -1.7% |
| 7D | +0.3% | +1.7% | -1.5% | -0.7% |
| 30D | +11.7% | -4.2% | +15.9% | +14.1% |
| 3M | +9.8% | +8.9% | +0.9% | +4.4% |
| 6M | +26.6% | +10.9% | +15.7% | +18.3% |
| YTD | +67.0% | +21.5% | +45.5% | +48.2% |
| 1Y | +55.9% | +21.9% | +34.0% | +37.7% |
| 3Y | +45.5% | +109.2% | -63.7% | -5.3% |
| 5Y | +157.3% | +102.0% | +55.4% | +66.9% |
| 10Y | +65.0% | +171.9% | -106.9% | +9.1% |
| All | +171.6% | +478.8% | -307.1% | +27.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling