+87.9%
PSX vs OVV
+58.4%
+29.5%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +3.0% | +3.0% |
| 7D | -8.0% | -10.7% | +2.7% | -2.4% |
| 30D | -9.0% | -5.3% | -3.8% | -6.4% |
| 3M | +24.7% | +2.4% | +22.4% | +22.9% |
| 6M | +49.3% | +5.7% | +43.7% | +43.9% |
| YTD | +100.2% | +56.8% | +43.4% | +60.4% |
| All | +87.9% | +58.4% | +29.5% | +49.2% |
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