+118.5%
OVV vs S
-48.9%
+167.4%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +8.0% | -8.1% | -0.9% |
| 7D | -10.7% | +1.6% | -12.3% | -11.0% |
| 30D | -5.3% | -10.5% | +5.2% | -4.3% |
| 3M | +2.4% | +9.9% | -7.5% | +0.7% |
| 6M | +5.7% | +41.8% | -36.1% | +0.5% |
| YTD | +56.8% | +56.8% | 0.0% | +46.4% |
| 1Y | +59.3% | +39.0% | +20.3% | +50.7% |
| 3Y | +49.0% | +53.8% | -4.9% | +35.5% |
| 5Y | +88.1% | -68.6% | +156.7% | +76.1% |
| All | +118.5% | -48.9% | +167.4% | +120.8% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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