+106.0%
OVV vs SIMO
+170.3%
-64.3%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.6% | +6.4% | +1.5% |
| 7D | +8.0% | +4.1% | +3.9% | +7.4% |
| 30D | -2.0% | -24.0% | +21.9% | +0.7% |
| 3M | +5.4% | -31.8% | +37.2% | +8.5% |
| 6M | +14.3% | -36.9% | +51.2% | +16.6% |
| YTD | +69.4% | +84.8% | -15.4% | +36.6% |
| 1Y | +72.4% | +99.0% | -26.6% | +36.4% |
| 3Y | +58.4% | +217.9% | -159.6% | +7.2% |
| All | +106.0% | +170.3% | -64.3% | +31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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