+158.3%
OVV vs S
-71.4%
+229.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.4% | -2.1% | -1.8% |
| 7D | +0.3% | -7.7% | +8.0% | +1.2% |
| 30D | +11.7% | -5.3% | +17.1% | +12.2% |
| 3M | +9.8% | +20.3% | -10.5% | +6.7% |
| 6M | +26.6% | +47.4% | -20.8% | +19.2% |
| YTD | +67.0% | +32.5% | +34.5% | +59.0% |
| 1Y | +55.9% | +9.5% | +46.4% | +51.6% |
| 3Y | +45.5% | +15.5% | +30.0% | +36.1% |
| All | +158.3% | -71.4% | +229.7% | +154.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling