+56.5%
OVV vs SIRI
-14.2%
+70.7%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.7% |
| 7D | -3.8% | -3.9% | +0.1% | -2.5% |
| 30D | +1.3% | -0.8% | +2.1% | +1.4% |
| 3M | +14.3% | +4.3% | +10.0% | +11.8% |
| 6M | +21.1% | +34.1% | -12.9% | +7.7% |
| YTD | +66.0% | +47.3% | +18.7% | +41.8% |
| 1Y | +59.3% | +22.9% | +36.4% | +44.3% |
| 3Y | +47.6% | -24.6% | +72.1% | +46.4% |
| 5Y | +162.0% | -43.2% | +205.1% | +165.1% |
| 10Y | +56.5% | -12.3% | +68.8% | +43.5% |
| All | +56.5% | -14.2% | +70.7% | +43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 10y: compounded portfolio wealth divided by compounded SIRI 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…
10y analysis · Full analysis span regression · 6 months rolling