+686.6%
P vs OVV
+50.1%
+636.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.6% | +4.2% | +3.7% |
| 7D | -23.8% | -16.7% | -7.1% | -20.8% |
| 30D | -36.6% | -1.5% | -35.1% | -36.4% |
| 3M | +10.9% | +1.6% | +9.3% | +10.4% |
| 6M | +30.0% | +2.0% | +28.0% | +28.9% |
| YTD | +44.4% | +56.8% | -12.4% | +30.6% |
| 1Y | +3.9% | +64.8% | -60.9% | -7.5% |
| 3Y | +176.6% | +38.3% | +138.3% | +151.2% |
| 5Y | +249.3% | +84.9% | +164.4% | +186.7% |
| All | +686.6% | +50.1% | +636.5% | +434.4% |
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