+204.2%
OVV vs PL
+28.1%
+176.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +10.4% | -11.0% | -1.6% |
| 7D | -16.7% | -6.8% | -9.8% | -16.2% |
| 30D | -1.5% | -29.3% | +27.8% | +1.3% |
| 3M | +1.6% | -44.8% | +46.3% | +6.6% |
| 6M | +2.0% | -68.4% | +70.4% | +11.4% |
| YTD | +56.8% | -36.4% | +93.2% | +56.4% |
| 1Y | +64.8% | +0.7% | +64.1% | +54.7% |
| 3Y | +38.3% | +455.3% | -417.0% | -6.3% |
| 5Y | +84.9% | +22.7% | +62.2% | +42.5% |
| All | +204.2% | +28.1% | +176.1% | +133.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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