+1,112.1%
PSX vs OVV
+0.3%
+1,111.8%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +0.7% |
| 7D | +4.5% | +0.3% | +4.3% | +4.4% |
| 30D | +26.6% | +11.7% | +14.9% | +22.1% |
| 3M | +39.3% | +9.8% | +29.5% | +34.8% |
| 6M | +56.8% | +26.6% | +30.3% | +45.0% |
| YTD | +101.8% | +67.0% | +34.8% | +70.4% |
| 1Y | +99.6% | +55.9% | +43.7% | +71.8% |
| 3Y | +140.3% | +45.5% | +94.8% | +108.6% |
| 5Y | +339.3% | +157.3% | +182.0% | +214.0% |
| 10Y | +369.9% | +65.0% | +304.9% | +174.1% |
| All | +1,112.1% | +0.3% | +1,111.8% | +720.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling