+36.9%
PYPL vs OVV
+54.2%
-17.3%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.0% | -2.2% | -3.1% |
| 7D | +1.7% | -3.7% | +5.5% | +2.3% |
| 30D | -9.7% | +8.0% | -17.7% | -10.8% |
| 3M | +29.2% | +11.3% | +17.9% | +26.9% |
| 6M | +13.9% | +24.0% | -10.1% | +9.7% |
| YTD | -8.1% | +65.3% | -73.4% | -15.4% |
| 1Y | -21.4% | +60.2% | -81.5% | -27.5% |
| 3Y | -11.8% | +46.9% | -58.8% | -19.0% |
| 5Y | -81.1% | +158.7% | -239.9% | -84.3% |
| 10Y | +36.9% | +50.8% | -13.9% | -3.8% |
| All | +36.9% | +54.2% | -17.3% | -3.8% |
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