+50.8%
OVV vs RUN
+46.3%
+4.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.7% | -4.7% | -1.6% |
| 7D | -3.7% | +10.2% | -13.9% | -5.2% |
| 30D | +8.0% | -9.6% | +17.6% | +9.4% |
| 3M | +11.3% | -31.5% | +42.8% | +16.6% |
| 6M | +24.0% | -18.7% | +42.7% | +24.5% |
| YTD | +65.3% | -49.9% | +115.2% | +76.2% |
| 1Y | +60.2% | -45.5% | +105.7% | +65.3% |
| 3Y | +46.9% | -34.1% | +81.0% | +15.4% |
| 5Y | +158.7% | -79.4% | +238.2% | +136.5% |
| 10Y | +50.8% | +48.9% | +1.9% | -33.3% |
| All | +50.8% | +46.3% | +4.5% | -33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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