+62.2%
OVV vs SEI
+21.1%
+41.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.2% | +3.0% | +1.8% |
| 7D | -7.3% | -10.8% | +3.5% | -7.2% |
| 30D | -3.6% | -19.0% | +15.4% | -3.5% |
| 3M | -2.6% | +5.8% | -8.4% | -2.2% |
| 6M | +7.6% | -14.9% | +22.5% | +8.2% |
| YTD | +59.6% | +35.4% | +24.2% | +58.6% |
| 1Y | +62.2% | +23.9% | +38.3% | +63.1% |
| All | +62.2% | +21.1% | +41.1% | +63.1% |
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