+41.8%
OVV vs SEI
+647.2%
-605.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +5.8% | -5.4% | -2.1% |
| 7D | -3.8% | +28.2% | -32.0% | -14.7% |
| 30D | +1.3% | +15.5% | -14.2% | -6.8% |
| 3M | +14.3% | -1.4% | +15.7% | +7.6% |
| 6M | +21.1% | +37.4% | -16.3% | -6.7% |
| YTD | +66.0% | +47.8% | +18.2% | +18.6% |
| 1Y | +59.3% | +174.3% | -115.0% | -23.3% |
| 3Y | +47.6% | +598.5% | -550.9% | -73.4% |
| 5Y | +162.0% | +1,026.2% | -864.2% | -70.5% |
| All | +41.8% | +647.2% | -605.4% | -75.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling