+15.5%
PH vs OVV
+61.3%
-45.8%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.9% | +1.1% |
| 7D | +2.1% | -7.3% | +9.4% | +1.1% |
| 30D | +0.3% | -3.6% | +3.8% | -0.2% |
| 3M | -8.8% | -2.6% | -6.2% | -9.0% |
| 6M | +10.0% | +7.6% | +2.5% | +11.8% |
| YTD | +10.5% | +59.6% | -49.1% | +9.3% |
| 1Y | +15.5% | +62.2% | -46.7% | +13.9% |
| All | +15.5% | +61.3% | -45.8% | +13.9% |
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 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