+167.1%
P vs OVV
+35.0%
+132.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.4% | -2.9% | -13.5% | -15.6% |
| 7D | -31.9% | -14.9% | -17.0% | -28.6% |
| 30D | -36.5% | -0.9% | -35.6% | -36.2% |
| 3M | +11.6% | +5.6% | +6.0% | +9.7% |
| 6M | +25.2% | -2.5% | +27.7% | +25.3% |
| YTD | +39.4% | +57.8% | -18.4% | +19.1% |
| 1Y | -3.7% | +70.1% | -73.7% | -21.1% |
| All | +167.1% | +35.0% | +132.2% | +122.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling