+364.4%
PCAR vs OVV
+63.7%
+300.8%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +0.4% |
| 7D | -0.5% | +0.3% | -0.8% | -0.6% |
| 30D | -6.2% | +11.7% | -18.0% | -7.9% |
| 3M | +5.9% | +9.8% | -3.9% | +4.0% |
| 6M | +0.4% | +26.6% | -26.2% | -4.0% |
| YTD | +14.8% | +67.0% | -52.2% | +4.9% |
| 1Y | +30.1% | +55.9% | -25.8% | +19.8% |
| 3Y | +66.7% | +45.5% | +21.2% | +52.7% |
| 5Y | +166.1% | +157.3% | +8.8% | +116.4% |
| All | +364.4% | +63.7% | +300.8% | +233.5% |
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