+54.7%
OVV vs POET
+30.3%
+24.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.6% | -5.1% | -0.9% |
| 7D | -1.7% | +0.4% | -2.0% | -1.7% |
| 30D | +0.8% | -10.4% | +11.1% | +1.5% |
| 3M | +13.3% | -29.3% | +42.6% | +15.2% |
| 6M | +16.9% | +6.9% | +10.1% | +7.5% |
| YTD | +64.3% | +25.6% | +38.7% | +47.5% |
| 1Y | +54.2% | +49.2% | +5.0% | +33.3% |
| 3Y | +51.3% | +128.4% | -77.1% | +10.4% |
| 5Y | +154.3% | -4.2% | +158.5% | +96.6% |
| All | +54.7% | +30.3% | +24.4% | +15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 POET 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