+272.5%
RF vs OVV
+50.1%
+222.4%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.3% | -0.2% |
| 7D | -0.9% | -16.7% | +15.8% | +4.3% |
| 30D | +6.0% | -1.5% | +7.5% | +6.1% |
| 3M | -8.9% | +1.6% | -10.5% | -9.9% |
| 6M | +2.3% | +2.0% | +0.3% | +0.4% |
| YTD | +7.6% | +56.8% | -49.3% | -8.2% |
| 1Y | +21.2% | +64.8% | -43.7% | +1.6% |
| 3Y | +108.5% | +38.3% | +70.3% | +79.3% |
| 5Y | +43.2% | +84.9% | -41.7% | +5.6% |
| All | +272.5% | +50.1% | +222.4% | +77.7% |
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