+302.5%
PSX vs OVV
+107.0%
+195.5%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.4% |
| 7D | +7.8% | +8.0% | -0.2% | +3.9% |
| 30D | -10.9% | -2.0% | -8.9% | -10.1% |
| 3M | +14.5% | +5.4% | +9.1% | +11.3% |
| 6M | +56.1% | +14.3% | +41.8% | +45.4% |
| YTD | +109.6% | +69.4% | +40.2% | +61.1% |
| 1Y | +95.5% | +72.4% | +23.1% | +48.9% |
| 3Y | +156.2% | +58.4% | +97.8% | +97.0% |
| All | +302.5% | +107.0% | +195.5% | +158.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling