-5.3%
PATH vs OVV
+75.2%
-80.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -5.6% | +8.5% | +3.3% |
| 7D | -4.8% | -12.1% | +7.3% | -3.8% |
| 30D | +2.7% | +2.9% | -0.2% | +2.3% |
| 3M | -4.2% | +3.7% | -7.9% | -4.3% |
| 6M | +24.7% | +0.6% | +24.1% | +25.0% |
| YTD | -17.6% | +62.5% | -80.0% | -16.7% |
| 1Y | -5.3% | +72.0% | -77.3% | -6.7% |
| All | -5.3% | +75.2% | -80.5% | -6.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling