+79.4%
SCHW vs OVV
+58.8%
+20.6%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +1.0% | +1.6% |
| 7D | +2.0% | +8.0% | -6.1% | +0.6% |
| 30D | -3.6% | -2.0% | -1.6% | -3.5% |
| 3M | -15.0% | +5.4% | -20.4% | -16.2% |
| 6M | +2.6% | +14.3% | -11.6% | -0.8% |
| YTD | -5.7% | +69.4% | -75.1% | -17.6% |
| 1Y | -0.9% | +72.4% | -73.3% | -13.9% |
| 3Y | +79.4% | +58.4% | +21.0% | +49.4% |
| All | +79.4% | +58.8% | +20.6% | +49.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling