+55.8%
OVV vs ZBH
-18.3%
+74.1%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.9% | +2.9% | +1.5% |
| 7D | -3.7% | -5.2% | +1.5% | -0.5% |
| 30D | +8.0% | -2.4% | +10.4% | +9.4% |
| 3M | +11.3% | +8.3% | +3.0% | +4.1% |
| 6M | +24.0% | +0.7% | +23.3% | +19.6% |
| YTD | +65.3% | +5.3% | +60.0% | +53.7% |
| 1Y | +60.2% | -9.1% | +69.2% | +61.8% |
| 3Y | +46.9% | -19.7% | +66.6% | +54.8% |
| 5Y | +158.7% | -31.3% | +190.0% | +197.9% |
| All | +55.8% | -18.3% | +74.1% | +68.7% |
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