+64.8%
OVV vs USFD
+46.1%
+18.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.5% | -0.7% |
| 7D | -16.7% | +3.0% | -19.6% | -16.1% |
| 30D | -1.5% | +11.1% | -12.6% | -0.2% |
| 3M | +1.6% | -0.3% | +1.8% | +2.0% |
| 6M | +2.0% | +15.9% | -13.8% | +4.7% |
| YTD | +56.8% | +41.6% | +15.2% | +59.1% |
| 1Y | +64.8% | +49.4% | +15.4% | +66.8% |
| All | +64.8% | +46.1% | +18.7% | +66.8% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 USFD 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