+90.4%
OVV vs RACE
+670.3%
-579.9%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.3% | -0.5% | -1.8% |
| 7D | -14.9% | +5.7% | -20.6% | -17.1% |
| 30D | -0.9% | +9.3% | -10.2% | -5.0% |
| 3M | +5.6% | +3.8% | +1.7% | +3.1% |
| 6M | -2.5% | +29.8% | -32.3% | -15.6% |
| YTD | +57.8% | +15.6% | +42.2% | +41.2% |
| 1Y | +70.1% | +5.1% | +65.0% | +59.4% |
| 3Y | +35.1% | +30.8% | +4.4% | +4.6% |
| 5Y | +86.1% | +67.4% | +18.7% | +20.8% |
| 10Y | +55.5% | +793.6% | -738.1% | -56.7% |
| All | +90.4% | +670.3% | -579.9% | -58.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling