-21.8%
PATH vs OVV
+35.0%
-56.7%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.9% | -0.8% | -3.1% |
| 7D | -5.6% | -14.9% | +9.3% | -2.3% |
| 30D | -0.7% | -0.9% | +0.2% | -0.8% |
| 3M | -5.9% | +5.6% | -11.4% | -7.2% |
| 6M | +21.6% | -2.5% | +24.1% | +21.5% |
| YTD | -20.6% | +57.8% | -78.4% | -29.9% |
| 1Y | -10.6% | +70.1% | -80.7% | -22.7% |
| All | -21.8% | +35.0% | -56.7% | -28.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling