+132.7%
PSA vs OVV
+48.9%
+83.8%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +1.5% | -10.7% | +12.2% | +1.9% |
| 30D | +16.7% | -5.3% | +22.0% | +16.9% |
| 3M | +4.0% | +2.4% | +1.6% | +3.8% |
| 6M | +10.9% | +5.7% | +5.2% | +10.4% |
| YTD | +34.2% | +56.8% | -22.5% | +31.1% |
| 1Y | +26.6% | +59.3% | -32.6% | +23.6% |
| 3Y | +54.7% | +49.0% | +5.8% | +50.4% |
| 5Y | +30.0% | +88.1% | -58.1% | +25.0% |
| 10Y | +132.7% | +42.5% | +90.1% | +99.5% |
| All | +132.7% | +48.9% | +83.8% | +99.5% |
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 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