+101.3%
PSA vs OVV
+55.1%
+46.1%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.4% | -2.7% | -2.3% |
| 7D | -2.2% | -3.8% | +1.6% | -2.1% |
| 30D | -9.6% | +1.3% | -10.8% | -9.6% |
| 3M | -7.9% | +14.3% | -22.3% | -8.5% |
| 6M | -2.0% | +21.1% | -23.1% | -3.0% |
| YTD | +15.7% | +66.0% | -50.3% | +12.9% |
| 1Y | +5.8% | +59.3% | -53.5% | +3.3% |
| 3Y | +21.6% | +47.6% | -26.0% | +18.3% |
| 5Y | +13.1% | +162.0% | -148.8% | +8.0% |
| 10Y | +101.3% | +56.5% | +44.8% | +69.7% |
| All | +101.3% | +55.1% | +46.1% | +69.7% |
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