+294.0%
PCAR vs OVV
+50.1%
+243.9%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -2.3% |
| 7D | +0.1% | -16.7% | +16.7% | +2.7% |
| 30D | -4.6% | -1.5% | -3.1% | -4.5% |
| 3M | -22.6% | +1.6% | -24.1% | -23.0% |
| 6M | -12.0% | +2.0% | -14.0% | -12.8% |
| YTD | -6.1% | +56.8% | -62.9% | -13.6% |
| 1Y | +6.3% | +64.8% | -58.5% | -3.1% |
| 3Y | +31.8% | +38.3% | -6.5% | +21.6% |
| 5Y | +104.2% | +84.9% | +19.3% | +73.9% |
| All | +294.0% | +50.1% | +243.9% | +185.0% |
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 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