+50.8%
OVV vs SSNC
+164.2%
-113.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.8% | +2.8% | +1.5% |
| 7D | -3.7% | -1.8% | -1.9% | -2.7% |
| 30D | +8.0% | +1.9% | +6.1% | +6.4% |
| 3M | +11.3% | +18.4% | -7.1% | -1.8% |
| 6M | +24.0% | +7.0% | +17.0% | +15.9% |
| YTD | +65.3% | -6.9% | +72.3% | +67.6% |
| 1Y | +60.2% | -8.2% | +68.3% | +62.8% |
| 3Y | +46.9% | +50.5% | -3.6% | +2.8% |
| 5Y | +158.7% | +17.4% | +141.3% | +112.3% |
| 10Y | +50.8% | +164.9% | -114.1% | -8.2% |
| All | +50.8% | +164.2% | -113.4% | -8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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