+48.1%
PAAS vs OVV
+107.0%
-58.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -0.8% |
| 7D | -8.9% | +8.0% | -17.0% | -10.5% |
| 30D | -11.4% | -2.0% | -9.4% | -11.4% |
| 3M | -20.4% | +5.4% | -25.9% | -22.0% |
| 6M | -40.7% | +14.3% | -55.0% | -43.3% |
| YTD | -26.9% | +69.4% | -96.4% | -38.1% |
| 1Y | -3.1% | +72.4% | -75.4% | -18.3% |
| 3Y | +199.3% | +58.4% | +140.9% | +151.1% |
| All | +48.1% | +107.0% | -58.9% | +13.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling