+70.0%
PBR vs OVV
+46.2%
+23.8%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -0.9% | -1.0% |
| 7D | -13.3% | -10.7% | -2.5% | -8.7% |
| 30D | -27.5% | -5.3% | -22.2% | -25.7% |
| 3M | +5.2% | +2.4% | +2.8% | +4.1% |
| 6M | -6.4% | +5.7% | -12.0% | -8.7% |
| YTD | +61.6% | +56.8% | +4.8% | +34.3% |
| 1Y | +48.9% | +59.3% | -10.4% | +22.7% |
| 3Y | +70.0% | +49.0% | +21.1% | +35.3% |
| All | +70.0% | +46.2% | +23.8% | +35.3% |
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