+99.6%
PSX vs OVV
+61.5%
+38.1%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +1.0% |
| 7D | +4.5% | +0.3% | +4.3% | +4.4% |
| 30D | +26.6% | +11.7% | +14.9% | +20.0% |
| 3M | +39.3% | +9.8% | +29.5% | +32.4% |
| 6M | +56.8% | +26.6% | +30.3% | +40.8% |
| YTD | +101.8% | +67.0% | +34.8% | +61.3% |
| 1Y | +99.6% | +55.9% | +43.7% | +61.3% |
| All | +99.6% | +61.5% | +38.1% | +61.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling