+42.5%
OVV vs XHB
+271.6%
-229.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.6% | -3.6% | -2.4% |
| 7D | -10.7% | +1.3% | -12.1% | -11.9% |
| 30D | -5.3% | +11.8% | -17.1% | -13.0% |
| 3M | +2.4% | -3.8% | +6.2% | +3.4% |
| 6M | +5.7% | +4.1% | +1.6% | -1.6% |
| YTD | +56.8% | +4.0% | +52.8% | +42.2% |
| 1Y | +59.3% | +1.6% | +57.7% | +46.5% |
| 3Y | +49.0% | +43.2% | +5.8% | -3.1% |
| 5Y | +88.1% | +35.8% | +52.3% | +23.1% |
| 10Y | +42.5% | +259.3% | -216.7% | -44.1% |
| All | +42.5% | +271.6% | -229.0% | -44.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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