+358.2%
PSX vs OVV
+57.6%
+300.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.2% | -0.6% | +0.8% |
| 7D | +6.4% | +6.5% | -0.1% | +4.0% |
| 30D | -10.2% | -2.7% | -7.5% | -9.3% |
| 3M | +17.2% | +3.1% | +14.0% | +15.7% |
| 6M | +51.8% | +12.8% | +38.9% | +44.8% |
| YTD | +108.0% | +68.1% | +39.9% | +71.9% |
| 1Y | +96.1% | +73.6% | +22.5% | +60.2% |
| 3Y | +155.9% | +57.6% | +98.3% | +112.7% |
| 5Y | +306.9% | +104.5% | +202.4% | +200.0% |
| All | +358.2% | +57.6% | +300.5% | +160.6% |
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