+62.2%
OVV vs Q
+30.6%
+31.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.2% | +3.0% | +1.7% |
| 7D | -7.3% | +4.0% | -11.3% | -7.0% |
| 30D | -3.6% | -2.3% | -1.2% | -3.7% |
| 3M | -2.6% | -7.9% | +5.3% | -3.0% |
| 6M | +7.6% | -16.0% | +23.6% | +7.4% |
| YTD | +59.6% | +51.7% | +7.9% | +62.8% |
| 1Y | +62.2% | +28.3% | +33.9% | +66.7% |
| All | +62.2% | +30.6% | +31.6% | +66.7% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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