+42.6%
OVV vs SEI
+507.3%
-464.7%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.4% | -5.2% | -3.3% |
| 7D | +0.3% | +10.2% | -10.0% | -4.2% |
| 30D | +11.7% | -1.0% | +12.8% | +11.1% |
| 3M | +9.8% | -27.9% | +37.7% | +19.9% |
| 6M | +26.6% | +10.4% | +16.2% | +8.4% |
| YTD | +67.0% | +20.1% | +46.9% | +32.0% |
| 1Y | +55.9% | +109.7% | -53.8% | -14.3% |
| 3Y | +45.5% | +458.6% | -413.1% | -70.7% |
| 5Y | +157.3% | +775.3% | -617.9% | -66.9% |
| All | +42.6% | +507.3% | -464.7% | -72.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling