+72.0%
OVV vs SEI
+18.6%
+53.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -16.9% | +11.3% | -5.5% |
| 7D | -12.1% | -16.4% | +4.3% | -12.0% |
| 30D | +2.9% | -22.9% | +25.8% | +3.0% |
| 3M | +3.7% | -0.3% | +4.0% | +4.3% |
| 6M | +0.6% | -22.3% | +22.9% | +1.3% |
| YTD | +62.5% | +26.2% | +36.3% | +62.6% |
| 1Y | +72.0% | +8.2% | +63.8% | +75.2% |
| All | +72.0% | +18.6% | +53.4% | +75.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 1y: compounded portfolio wealth divided by compounded SEI 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…
1y analysis · Full analysis span regression · 6 months rolling