+42.5%
OVV vs RUN
+133.0%
-90.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | +0.3% |
| 7D | -10.7% | +18.1% | -28.8% | -13.2% |
| 30D | -5.3% | +27.5% | -32.8% | -9.4% |
| 3M | +2.4% | -4.5% | +6.9% | +2.0% |
| 6M | +5.7% | -33.3% | +39.0% | +9.9% |
| YTD | +56.8% | -47.1% | +103.8% | +64.1% |
| 1Y | +59.3% | -43.1% | +102.4% | +63.6% |
| 3Y | +49.0% | -3.0% | +52.0% | +7.8% |
| 5Y | +88.1% | -82.6% | +170.7% | +82.5% |
| 10Y | +42.5% | +103.3% | -60.8% | -38.2% |
| All | +42.5% | +133.0% | -90.5% | -38.2% |
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