+2,067.5%
PSA vs OVV
+158.7%
+1,908.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.0% | -3.1% | -0.4% |
| 7D | -2.1% | +1.2% | -3.3% | -2.2% |
| 30D | +16.2% | -2.5% | +18.8% | +16.4% |
| 3M | +4.3% | +0.5% | +3.8% | +4.0% |
| 6M | +9.9% | +8.5% | +1.4% | +8.3% |
| YTD | +33.3% | +64.5% | -31.2% | +24.5% |
| 1Y | +25.8% | +64.7% | -38.8% | +17.5% |
| 3Y | +54.8% | +54.1% | +0.6% | +43.2% |
| 5Y | +27.5% | +95.4% | -67.9% | +11.3% |
| 10Y | +134.5% | +54.9% | +79.6% | +77.6% |
| All | +2,067.5% | +158.7% | +1,908.8% | +1,314.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling