+224.0%
OVV vs PL
+84.9%
+139.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.3% | -0.5% | -1.6% |
| 7D | +0.3% | -9.3% | +9.6% | +1.1% |
| 30D | +11.7% | -18.9% | +30.7% | +13.7% |
| 3M | +9.8% | -58.4% | +68.2% | +18.1% |
| 6M | +26.6% | -30.3% | +56.9% | +27.1% |
| YTD | +67.0% | -8.1% | +75.1% | +61.9% |
| 1Y | +55.9% | +180.5% | -124.6% | +29.0% |
| 3Y | +45.5% | +444.1% | -398.6% | +1.6% |
| 5Y | +157.3% | +83.0% | +74.3% | +91.2% |
| All | +224.0% | +84.9% | +139.1% | +141.8% |
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