+172.3%
PCAR vs OVV
+160.2%
+12.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -8.0% |
| 3M | +5.9% | +9.8% | -3.9% | +3.9% |
| 6M | +0.4% | +26.6% | -26.2% | -4.7% |
| YTD | +14.8% | +67.0% | -52.2% | +3.2% |
| 1Y | +30.1% | +55.9% | -25.8% | +18.1% |
| 3Y | +66.7% | +45.5% | +21.2% | +49.8% |
| All | +172.3% | +160.2% | +12.1% | +104.2% |
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