+496.0%
PBR vs OVV
+160.2%
+335.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.2% | -1.2% |
| 7D | +8.6% | +0.3% | +8.3% | +8.5% |
| 30D | +12.8% | +11.7% | +1.1% | +8.1% |
| 3M | +14.7% | +9.8% | +4.9% | +10.5% |
| 6M | +25.2% | +26.6% | -1.4% | +14.3% |
| YTD | +77.1% | +67.0% | +10.1% | +45.8% |
| 1Y | +69.6% | +55.9% | +13.6% | +42.6% |
| 3Y | +95.6% | +45.5% | +50.1% | +62.8% |
| All | +496.0% | +160.2% | +335.9% | +259.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling