+523.4%
PBR vs OVV
+46.5%
+476.9%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.2% | -1.1% |
| 7D | -13.3% | -7.3% | -6.0% | -10.5% |
| 30D | -27.7% | -3.6% | -24.2% | -26.7% |
| 3M | +2.7% | -2.6% | +5.3% | +3.7% |
| 6M | -6.7% | +7.6% | -14.3% | -9.7% |
| YTD | +60.9% | +59.6% | +1.3% | +32.8% |
| 1Y | +46.6% | +62.2% | -15.6% | +19.9% |
| 3Y | +69.1% | +49.6% | +19.4% | +37.5% |
| 5Y | +469.6% | +98.9% | +370.7% | +278.7% |
| 10Y | +523.4% | +45.1% | +478.2% | +156.5% |
| All | +523.4% | +46.5% | +476.9% | +156.5% |
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