+48.2%
OVV vs RACE
+740.1%
-691.9%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.8% | 0.0% |
| 7D | -16.7% | +5.1% | -21.7% | -18.6% |
| 30D | -1.5% | +7.7% | -9.2% | -4.8% |
| 3M | +1.6% | +2.2% | -0.6% | 0.0% |
| 6M | +2.0% | +23.8% | -21.7% | -9.1% |
| YTD | +56.8% | +13.9% | +42.9% | +42.0% |
| 1Y | +64.8% | +3.8% | +61.1% | +56.0% |
| 3Y | +38.3% | +28.0% | +10.2% | +8.5% |
| 5Y | +84.9% | +64.9% | +20.0% | +20.9% |
| All | +48.2% | +740.1% | -691.9% | -33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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