+276.9%
PCAR vs OVV
+46.5%
+230.4%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -2.0% | -0.4% |
| 7D | +3.5% | -7.3% | +10.7% | +4.6% |
| 30D | -2.3% | -3.6% | +1.3% | -1.9% |
| 3M | -19.3% | -2.6% | -16.7% | -19.3% |
| 6M | -7.1% | +7.6% | -14.7% | -8.8% |
| YTD | -2.8% | +59.6% | -62.4% | -10.8% |
| 1Y | +9.3% | +62.2% | -52.9% | -0.1% |
| 3Y | +33.5% | +49.6% | -16.1% | +21.8% |
| 5Y | +112.6% | +98.9% | +13.7% | +79.3% |
| 10Y | +276.9% | +45.1% | +231.8% | +175.7% |
| All | +276.9% | +46.5% | +230.4% | +175.7% |
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