+14.1%
PH vs OVV
+65.7%
-51.6%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.0% | -2.2% | +1.2% |
| 7D | +6.9% | +1.2% | +5.7% | +7.1% |
| 30D | +1.7% | -2.5% | +4.2% | +1.3% |
| 3M | -8.1% | +0.5% | -8.6% | -8.0% |
| 6M | +11.5% | +8.5% | +3.0% | +13.4% |
| YTD | +11.4% | +64.5% | -53.1% | +10.9% |
| 1Y | +14.1% | +64.7% | -50.6% | +13.5% |
| All | +14.1% | +65.7% | -51.6% | +13.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling