+38.3%
OVV vs SEI
+565.5%
-527.2%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +14.3% | -14.9% | -2.5% |
| 7D | -16.7% | -18.3% | +1.6% | -14.6% |
| 30D | -1.5% | -24.4% | +22.9% | +1.4% |
| 3M | +1.6% | +1.5% | 0.0% | -0.4% |
| 6M | +2.0% | -25.1% | +27.2% | +3.4% |
| YTD | +56.8% | +26.4% | +30.4% | +41.9% |
| 1Y | +64.8% | +8.9% | +55.9% | +52.4% |
| 3Y | +38.3% | +586.7% | -548.4% | -21.7% |
| All | +38.3% | +565.5% | -527.2% | -21.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling