+1,830.0%
PSA vs OVV
+162.8%
+1,667.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.5% | -1.0% |
| 7D | -3.7% | +0.3% | -3.9% | -3.7% |
| 30D | -7.7% | +11.7% | -19.5% | -9.0% |
| 3M | -0.6% | +9.8% | -10.4% | -1.9% |
| 6M | -0.9% | +26.6% | -27.5% | -4.2% |
| YTD | +18.7% | +67.0% | -48.4% | +10.9% |
| 1Y | +7.6% | +55.9% | -48.3% | +1.2% |
| 3Y | +23.7% | +45.5% | -21.8% | +15.3% |
| 5Y | +13.7% | +157.3% | -143.7% | -4.1% |
| 10Y | +98.9% | +65.0% | +33.8% | +48.0% |
| All | +1,830.0% | +162.8% | +1,667.2% | +1,160.1% |
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