+147.7%
P vs OVV
+45.7%
+102.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.7% | +3.1% | +1.9% |
| 7D | +6.5% | +0.3% | +6.3% | +6.4% |
| 30D | +18.8% | +11.7% | +7.1% | +15.2% |
| 3M | +26.7% | +9.8% | +16.9% | +23.0% |
| 6M | +62.2% | +26.6% | +35.6% | +49.9% |
| YTD | +48.5% | +67.0% | -18.5% | +26.1% |
| 1Y | +26.4% | +55.9% | -29.5% | +8.4% |
| All | +147.7% | +45.7% | +102.0% | +105.3% |
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 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