+171.6%
OVV vs SPG
+1,858.0%
-1,686.3%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.8% | -1.3% |
| 7D | +0.3% | -2.4% | +2.6% | +1.4% |
| 30D | +11.7% | -6.8% | +18.6% | +15.4% |
| 3M | +9.8% | +2.7% | +7.1% | +7.9% |
| 6M | +26.6% | +5.5% | +21.1% | +21.8% |
| YTD | +67.0% | +15.7% | +51.3% | +53.6% |
| 1Y | +55.9% | +20.9% | +35.1% | +40.2% |
| 3Y | +45.5% | +112.4% | -66.9% | -0.6% |
| 5Y | +157.3% | +101.4% | +56.0% | +79.5% |
| 10Y | +65.0% | +60.6% | +4.4% | +26.8% |
| All | +171.6% | +1,858.0% | -1,686.3% | -24.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling