+589.4%
SE vs OVV
+39.1%
+550.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.9% | -0.6% |
| 7D | -6.1% | +0.3% | -6.4% | -6.2% |
| 30D | -2.5% | +11.7% | -14.2% | -4.7% |
| 3M | +21.7% | +9.8% | +11.9% | +18.8% |
| 6M | +27.0% | +26.6% | +0.4% | +19.6% |
| YTD | -12.1% | +67.0% | -79.2% | -22.1% |
| 1Y | -40.9% | +55.9% | -96.8% | -47.1% |
| 3Y | +191.0% | +45.5% | +145.5% | +159.3% |
| 5Y | -68.3% | +157.3% | -225.6% | -74.6% |
| All | +589.4% | +39.1% | +550.3% | +416.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling