+200.1%
PAAS vs OVV
+63.7%
+136.4%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.7% | -0.7% | -2.1% |
| 7D | -2.9% | +0.3% | -3.2% | -2.9% |
| 30D | +6.8% | +11.7% | -4.9% | +5.0% |
| 3M | -2.9% | +9.8% | -12.7% | -4.5% |
| 6M | -16.4% | +26.6% | -43.0% | -20.1% |
| YTD | 0.0% | +67.0% | -67.0% | -8.4% |
| 1Y | +54.3% | +55.9% | -1.6% | +42.5% |
| 3Y | +230.7% | +45.5% | +185.2% | +204.5% |
| 5Y | +111.6% | +157.3% | -45.7% | +78.6% |
| All | +200.1% | +63.7% | +136.4% | +109.0% |
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