+295.0%
PCAR vs OVV
+51.8%
+243.1%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.0% | -0.6% | +2.0% |
| 7D | +2.2% | +1.2% | +1.0% | +2.0% |
| 30D | +0.3% | -2.5% | +2.9% | +0.5% |
| 3M | -17.9% | +0.5% | -18.4% | -18.2% |
| 6M | -3.4% | +8.5% | -11.9% | -5.2% |
| YTD | -0.1% | +64.5% | -64.6% | -8.7% |
| 1Y | +13.4% | +64.7% | -51.3% | +3.5% |
| 3Y | +37.2% | +54.1% | -16.9% | +24.6% |
| 5Y | +117.3% | +95.4% | +21.9% | +83.8% |
| 10Y | +295.0% | +54.9% | +240.0% | +187.9% |
| All | +295.0% | +51.8% | +243.1% | +187.9% |
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