+432.7%
SN vs OVV
+55.4%
+377.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.2% | -5.2% | -3.4% |
| 7D | +1.4% | +6.5% | -5.1% | +0.2% |
| 30D | +16.6% | -2.7% | +19.3% | +16.8% |
| 3M | +18.3% | +3.1% | +15.1% | +16.7% |
| 6M | +103.1% | +12.8% | +90.3% | +94.6% |
| YTD | +96.7% | +68.1% | +28.6% | +61.2% |
| 1Y | +134.3% | +73.6% | +60.7% | +89.2% |
| 3Y | +425.2% | +57.6% | +367.6% | +315.4% |
| All | +432.7% | +55.4% | +377.3% | +329.9% |
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