+56.5%
OVV vs ZBH
-18.0%
+74.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.2% |
| 7D | -3.8% | -4.9% | +1.1% | -0.7% |
| 30D | +1.3% | -3.2% | +4.5% | +3.1% |
| 3M | +14.3% | +5.8% | +8.5% | +8.7% |
| 6M | +21.1% | +2.0% | +19.1% | +15.8% |
| YTD | +66.0% | +5.8% | +60.2% | +54.0% |
| 1Y | +59.3% | -7.9% | +67.2% | +59.5% |
| 3Y | +47.6% | -19.4% | +66.9% | +55.1% |
| 5Y | +162.0% | -29.5% | +191.5% | +195.1% |
| 10Y | +56.5% | -15.5% | +72.0% | +68.9% |
| All | +56.5% | -18.0% | +74.5% | +68.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded ZBH 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling