+80.0%
OVV vs SOLS
+22.7%
+57.3%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.3% | -1.0% |
| 7D | -3.7% | +4.5% | -8.3% | -3.5% |
| 30D | +8.0% | +6.0% | +2.0% | +8.4% |
| 3M | +11.3% | -19.7% | +31.0% | +10.7% |
| 6M | +24.0% | -10.4% | +34.4% | +23.7% |
| YTD | +65.3% | +33.3% | +32.1% | +67.0% |
| All | +80.0% | +22.7% | +57.3% | +82.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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