+48.2%
OVV vs SPG
+109.7%
-61.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.5% | -1.2% |
| 7D | -16.7% | +4.9% | -21.6% | -19.5% |
| 30D | -1.5% | +15.6% | -17.1% | -11.0% |
| 3M | +1.6% | +4.1% | -2.5% | -1.7% |
| 6M | +2.0% | +13.6% | -11.5% | -7.8% |
| YTD | +56.8% | +27.5% | +29.3% | +29.3% |
| 1Y | +64.8% | +32.2% | +32.6% | +32.5% |
| 3Y | +38.3% | +126.0% | -87.7% | -25.0% |
| 5Y | +84.9% | +74.7% | +10.1% | +17.9% |
| All | +48.2% | +109.7% | -61.5% | +5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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