+70.7%
OVV vs SOLS
+10.3%
+60.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.4% | -6.0% | -0.4% |
| 7D | -16.7% | -4.2% | -12.5% | -16.8% |
| 30D | -1.5% | -3.9% | +2.4% | -1.6% |
| 3M | +1.6% | -6.6% | +8.2% | +1.5% |
| 6M | +2.0% | -29.1% | +31.2% | +1.1% |
| YTD | +56.8% | +19.8% | +37.0% | +57.8% |
| 1Y | +64.8% | +29.2% | +35.6% | +67.6% |
| All | +70.7% | +10.3% | +60.4% | +72.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling