+72.9%
PBR vs OVV
+75.2%
-2.2%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -5.6% | -1.4% | -3.8% |
| 7D | -11.0% | -12.1% | +1.1% | -4.4% |
| 30D | -18.8% | +2.9% | -21.6% | -20.0% |
| 3M | +7.8% | +3.7% | +4.1% | +5.6% |
| 6M | -7.6% | +0.6% | -8.2% | -8.4% |
| YTD | +72.7% | +62.5% | +10.2% | +36.6% |
| 1Y | +72.9% | +72.0% | +0.9% | +33.0% |
| All | +72.9% | +75.2% | -2.2% | +33.0% |
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