+155.0%
OVV vs ZBH
+272.6%
-117.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.5% | -0.1% |
| 7D | -16.7% | +11.7% | -28.4% | -22.0% |
| 30D | -1.5% | +19.3% | -20.8% | -11.0% |
| 3M | +1.6% | +8.9% | -7.4% | -4.2% |
| 6M | +2.0% | +28.2% | -26.1% | -12.4% |
| YTD | +56.8% | +18.4% | +38.4% | +38.1% |
| 1Y | +64.8% | +20.6% | +44.3% | +43.6% |
| 3Y | +38.3% | -0.6% | +38.9% | +28.0% |
| 5Y | +84.9% | -19.7% | +104.6% | +88.6% |
| 10Y | +54.5% | +14.7% | +39.8% | +48.5% |
| All | +155.0% | +272.6% | -117.5% | +51.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling