+695.9%
PH vs OVV
+58.9%
+637.0%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.2% |
| 7D | +4.3% | +8.0% | -3.7% | +2.4% |
| 30D | +0.1% | -2.0% | +2.2% | +0.4% |
| 3M | -9.4% | +5.4% | -14.8% | -11.0% |
| 6M | +8.8% | +14.3% | -5.5% | +4.1% |
| YTD | +9.6% | +69.4% | -59.8% | -5.8% |
| 1Y | +14.4% | +72.4% | -57.9% | -2.3% |
| 3Y | +134.5% | +58.4% | +76.1% | +100.8% |
| 5Y | +204.4% | +106.1% | +98.3% | +132.4% |
| All | +695.9% | +58.9% | +637.0% | +343.9% |
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