+555.8%
ROKU vs OVV
+32.9%
+523.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +0.9% |
| 7D | -2.6% | -2.9% | +0.3% | -2.2% |
| 30D | +2.1% | +0.9% | +1.3% | +2.0% |
| 3M | +31.8% | +11.0% | +20.8% | +29.4% |
| 6M | +53.3% | +22.3% | +31.0% | +47.4% |
| YTD | +42.1% | +65.1% | -23.0% | +30.0% |
| 1Y | +62.3% | +53.1% | +9.2% | +49.9% |
| 3Y | +84.6% | +46.7% | +37.9% | +69.8% |
| 5Y | -53.1% | +155.5% | -208.5% | -59.6% |
| All | +555.8% | +32.9% | +523.0% | +473.6% |
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