+64.7%
OVV vs SPG
+33.6%
+31.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.1% | +2.9% | +3.1% |
| 7D | +1.2% | +2.7% | -1.5% | +2.0% |
| 30D | -2.5% | +16.6% | -19.1% | +1.5% |
| 3M | +0.5% | +8.1% | -7.6% | +2.5% |
| 6M | +8.5% | +19.3% | -10.9% | +14.2% |
| YTD | +64.5% | +31.1% | +33.4% | +68.9% |
| 1Y | +64.7% | +32.8% | +31.9% | +67.7% |
| All | +64.7% | +33.6% | +31.1% | +67.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling