+101.5%
OVV vs RACE
+647.6%
-546.1%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.9% | +0.2% | -0.9% |
| 7D | +0.3% | -2.5% | +2.8% | +1.4% |
| 30D | +11.7% | +0.8% | +11.0% | +11.1% |
| 3M | +9.8% | +17.2% | -7.4% | +0.7% |
| 6M | +26.6% | +13.6% | +13.0% | +15.8% |
| YTD | +67.0% | +12.2% | +54.8% | +52.2% |
| 1Y | +55.9% | -16.3% | +72.2% | +63.0% |
| 3Y | +45.5% | +36.4% | +9.1% | +9.4% |
| 5Y | +157.3% | +95.0% | +62.4% | +51.1% |
| 10Y | +65.0% | +813.2% | -748.2% | -54.6% |
| All | +101.5% | +647.6% | -546.1% | -55.4% |
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