+295.2%
SCHW vs OVV
+57.3%
+237.9%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +0.9% |
| 7D | -2.8% | -2.9% | +0.1% | -2.2% |
| 30D | -0.1% | +0.9% | -0.9% | -0.3% |
| 3M | +20.6% | +11.0% | +9.5% | +17.5% |
| 6M | +15.9% | +22.3% | -6.3% | +10.2% |
| YTD | +8.5% | +65.1% | -56.6% | -3.6% |
| 1Y | +17.8% | +53.1% | -35.3% | +6.0% |
| 3Y | +88.5% | +46.7% | +41.8% | +67.4% |
| 5Y | +60.6% | +155.5% | -94.9% | +21.2% |
| All | +295.2% | +57.3% | +237.9% | +147.9% |
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