+737.3%
PH vs OVV
+48.9%
+688.4%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | 0.0% | +4.3% | +4.2% |
| 7D | +3.0% | -10.7% | +13.8% | +5.8% |
| 30D | -0.6% | -5.3% | +4.7% | +0.4% |
| 3M | -10.7% | +2.4% | -13.1% | -11.8% |
| 6M | +9.1% | +5.7% | +3.4% | +6.4% |
| YTD | +9.5% | +56.8% | -47.3% | -4.2% |
| 1Y | +14.0% | +59.3% | -45.2% | -0.8% |
| 3Y | +138.9% | +49.0% | +89.9% | +107.6% |
| 5Y | +209.1% | +88.1% | +121.0% | +141.1% |
| 10Y | +737.3% | +42.5% | +694.8% | +379.9% |
| All | +737.3% | +48.9% | +688.4% | +379.9% |
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