+3,557.0%
SHOP vs OVV
+46.5%
+3,510.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.8% | -5.4% | -3.8% |
| 7D | +2.8% | -7.3% | +10.1% | +3.9% |
| 30D | -14.2% | -3.6% | -10.6% | -13.9% |
| 3M | -5.5% | -2.6% | -2.9% | -5.5% |
| 6M | +32.8% | +7.6% | +25.2% | +30.0% |
| YTD | -8.9% | +59.6% | -68.5% | -16.9% |
| 1Y | -7.7% | +62.2% | -69.9% | -16.2% |
| 3Y | +139.0% | +49.6% | +89.4% | +118.2% |
| 5Y | -0.5% | +98.9% | -99.5% | -13.4% |
| 10Y | +3,557.0% | +45.1% | +3,511.9% | +2,813.1% |
| All | +3,557.0% | +46.5% | +3,510.5% | +2,813.1% |
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