+1,487.3%
SMH vs OVV
+46.5%
+1,440.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.8% | -2.6% | -1.1% |
| 7D | -6.7% | -7.3% | +0.5% | -5.5% |
| 30D | -19.8% | -3.6% | -16.3% | -19.4% |
| 3M | -15.1% | -2.6% | -12.4% | -15.0% |
| 6M | -14.6% | +7.6% | -22.2% | -16.3% |
| YTD | +34.3% | +59.6% | -25.3% | +21.8% |
| 1Y | +35.2% | +62.2% | -27.0% | +22.1% |
| 3Y | +211.7% | +49.6% | +162.1% | +181.6% |
| 5Y | +240.5% | +98.9% | +141.5% | +186.4% |
| 10Y | +1,487.3% | +45.1% | +1,442.2% | +1,025.4% |
| All | +1,487.3% | +46.5% | +1,440.8% | +1,025.4% |
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 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