+45.1%
OVV vs ZBH
+17.3%
+27.9%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.9% | +2.8% | +2.4% |
| 7D | -7.3% | +10.6% | -17.8% | -14.0% |
| 30D | -3.6% | +20.4% | -24.0% | -15.6% |
| 3M | -2.6% | +10.0% | -12.7% | -10.2% |
| 6M | +7.6% | +31.0% | -23.5% | -12.9% |
| YTD | +59.6% | +20.3% | +39.3% | +33.9% |
| 1Y | +62.2% | +22.2% | +40.0% | +34.2% |
| 3Y | +49.6% | +4.7% | +44.9% | +28.5% |
| 5Y | +98.9% | -13.7% | +112.6% | +92.2% |
| 10Y | +45.1% | +19.3% | +25.8% | +43.0% |
| All | +45.1% | +17.3% | +27.9% | +43.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling