+70.8%
PAAS vs OVV
+84.0%
-13.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +1.6% |
| 7D | +8.4% | -16.7% | +25.1% | +12.7% |
| 30D | -7.2% | -1.5% | -5.7% | -7.3% |
| 3M | -14.0% | +1.6% | -15.6% | -15.0% |
| 6M | -26.8% | +2.0% | -28.8% | -28.1% |
| YTD | -19.8% | +56.8% | -76.6% | -30.8% |
| 1Y | +22.8% | +64.8% | -42.0% | +4.4% |
| 3Y | +183.6% | +38.3% | +145.4% | +146.0% |
| All | +70.8% | +84.0% | -13.2% | +34.8% |
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