+55.4%
OVV vs QSR
+133.7%
-78.3%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.2% |
| 7D | -2.9% | -4.7% | +1.8% | -0.4% |
| 30D | +0.9% | +4.3% | -3.4% | -1.6% |
| 3M | +11.0% | +5.4% | +5.6% | +7.0% |
| 6M | +22.3% | +8.2% | +14.1% | +15.1% |
| YTD | +65.1% | +14.1% | +50.9% | +50.5% |
| 1Y | +53.1% | +28.1% | +25.0% | +29.9% |
| 3Y | +46.7% | +25.3% | +21.4% | +21.9% |
| 5Y | +155.5% | +40.4% | +115.1% | +93.0% |
| All | +55.4% | +133.7% | -78.3% | -2.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling