+72.4%
OVV vs QSR
+12.9%
+59.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | +8.0% | -2.9% | +11.0% | +7.6% |
| 30D | -2.0% | +4.1% | -6.2% | -1.6% |
| 3M | +5.4% | -0.7% | +6.1% | +5.6% |
| 6M | +14.3% | +0.4% | +13.8% | +15.2% |
| YTD | +69.4% | +13.5% | +55.9% | +65.3% |
| 1Y | +72.4% | +11.0% | +61.4% | +68.6% |
| All | +72.4% | +12.9% | +59.5% | +68.6% |
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