+51.9%
PYPL vs OVV
+57.6%
-5.7%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.2% | -4.2% | -2.3% |
| 7D | -1.1% | +6.5% | -7.7% | -2.0% |
| 30D | +3.8% | -2.7% | +6.4% | +4.0% |
| 3M | -1.3% | +3.1% | -4.4% | -2.0% |
| 6M | +29.0% | +12.8% | +16.2% | +26.0% |
| YTD | +0.7% | +68.1% | -67.4% | -7.9% |
| 1Y | -12.3% | +73.6% | -85.9% | -20.3% |
| 3Y | +7.6% | +57.6% | -50.0% | -2.4% |
| 5Y | -71.7% | +104.5% | -176.2% | -75.8% |
| All | +51.9% | +57.6% | -5.7% | +8.0% |
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 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