+158.3%
OVV vs SEI
+770.7%
-612.3%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.4% | -5.2% | -2.7% |
| 7D | +0.3% | +10.2% | -10.0% | -2.5% |
| 30D | +11.7% | -1.0% | +12.8% | +11.4% |
| 3M | +9.8% | -27.9% | +37.7% | +16.6% |
| 6M | +26.6% | +10.4% | +16.2% | +15.5% |
| YTD | +67.0% | +20.1% | +46.9% | +44.9% |
| 1Y | +55.9% | +109.7% | -53.8% | +6.4% |
| 3Y | +45.5% | +458.6% | -413.1% | -50.9% |
| All | +158.3% | +770.7% | -612.3% | -43.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling