+708.4%
P vs OVV
+63.7%
+644.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.7% | +3.1% | +1.7% |
| 7D | +6.5% | +0.3% | +6.3% | +6.4% |
| 30D | +18.8% | +11.7% | +7.1% | +16.2% |
| 3M | +26.7% | +9.8% | +16.9% | +24.0% |
| 6M | +62.2% | +26.6% | +35.6% | +53.7% |
| YTD | +48.5% | +67.0% | -18.5% | +32.8% |
| 1Y | +26.4% | +55.9% | -29.5% | +13.7% |
| 3Y | +159.4% | +45.5% | +113.9% | +133.0% |
| 5Y | +275.8% | +157.3% | +118.4% | +189.3% |
| All | +708.4% | +63.7% | +644.7% | +418.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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