+60.2%
PPL vs OVV
+50.1%
+10.2%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | +0.1% | -0.5% |
| 7D | +0.4% | -16.7% | +17.1% | +1.8% |
| 30D | +5.4% | -1.5% | +6.9% | +5.5% |
| 3M | +4.3% | +1.6% | +2.7% | +3.9% |
| 6M | -1.3% | +2.0% | -3.4% | -1.8% |
| YTD | +4.7% | +56.8% | -52.1% | +0.2% |
| 1Y | +1.3% | +64.8% | -63.6% | -3.6% |
| 3Y | +57.2% | +38.3% | +19.0% | +50.0% |
| 5Y | +48.2% | +84.9% | -36.6% | +34.8% |
| All | +60.2% | +50.1% | +10.2% | +13.0% |
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