+370.1%
PSX vs OVV
+54.2%
+315.9%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.6% | +1.9% |
| 7D | +2.8% | -3.7% | +6.6% | +4.2% |
| 30D | +27.8% | +8.0% | +19.8% | +24.3% |
| 3M | +42.0% | +11.3% | +30.8% | +36.4% |
| 6M | +58.1% | +24.0% | +34.1% | +46.1% |
| YTD | +105.0% | +65.3% | +39.7% | +70.8% |
| 1Y | +104.9% | +60.2% | +44.7% | +72.1% |
| 3Y | +134.1% | +46.9% | +87.1% | +99.3% |
| 5Y | +363.8% | +158.7% | +205.1% | +218.9% |
| 10Y | +370.1% | +50.8% | +319.3% | +165.3% |
| All | +370.1% | +54.2% | +315.9% | +165.3% |
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