-81.1%
PATH vs OVV
+225.4%
-306.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.9% | -0.8% | -3.0% |
| 7D | -5.6% | -14.9% | +9.3% | -1.7% |
| 30D | -0.7% | -0.9% | +0.2% | -0.8% |
| 3M | -5.9% | +5.6% | -11.4% | -7.5% |
| 6M | +21.6% | -2.5% | +24.1% | +21.3% |
| YTD | -20.6% | +57.8% | -78.4% | -30.9% |
| 1Y | -10.6% | +70.1% | -80.7% | -23.9% |
| 3Y | -24.9% | +35.1% | -60.0% | -34.2% |
| 5Y | -76.8% | +86.1% | -162.9% | -81.5% |
| All | -81.1% | +225.4% | -306.5% | -85.7% |
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 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