+55.9%
OVV vs QSR
+33.2%
+22.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.6% | -1.8% |
| 7D | +0.3% | +2.4% | -2.2% | +0.5% |
| 30D | +11.7% | +7.6% | +4.1% | +12.4% |
| 3M | +9.8% | +12.6% | -2.8% | +10.4% |
| 6M | +26.6% | +14.4% | +12.2% | +26.9% |
| YTD | +67.0% | +19.6% | +47.4% | +66.8% |
| 1Y | +55.9% | +33.9% | +22.0% | +65.2% |
| All | +55.9% | +33.2% | +22.7% | +65.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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