+372.3%
SE vs OVV
+32.9%
+339.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.8% | -3.3% | -1.8% |
| 7D | 0.0% | -7.3% | +7.3% | +1.4% |
| 30D | -19.4% | -3.6% | -15.8% | -19.1% |
| 3M | -33.1% | -2.6% | -30.5% | -33.2% |
| 6M | -11.4% | +7.6% | -19.0% | -13.8% |
| YTD | -39.8% | +59.6% | -99.4% | -46.4% |
| 1Y | -50.5% | +62.2% | -112.7% | -56.2% |
| 3Y | +68.9% | +49.6% | +19.3% | +49.0% |
| 5Y | -77.1% | +98.9% | -176.0% | -81.0% |
| All | +372.3% | +32.9% | +339.4% | +255.1% |
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