+130.4%
PSA vs OVV
+57.6%
+72.8%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.2% | -3.0% | -0.8% |
| 7D | -2.1% | +6.5% | -8.6% | -2.4% |
| 30D | +15.6% | -2.7% | +18.2% | +15.6% |
| 3M | +4.1% | +3.1% | +0.9% | +3.8% |
| 6M | +9.2% | +12.8% | -3.6% | +8.5% |
| YTD | +32.3% | +68.1% | -35.8% | +28.8% |
| 1Y | +26.2% | +73.6% | -47.5% | +22.7% |
| 3Y | +53.7% | +57.6% | -3.9% | +49.1% |
| 5Y | +26.6% | +104.5% | -78.0% | +21.3% |
| All | +130.4% | +57.6% | +72.8% | +98.3% |
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