+134.3%
SN vs OVV
+70.1%
+64.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.2% | -5.2% | -2.3% |
| 7D | +1.4% | +6.5% | -5.1% | +3.3% |
| 30D | +16.6% | -2.7% | +19.3% | +16.1% |
| 3M | +18.3% | +3.1% | +15.1% | +19.9% |
| 6M | +103.1% | +12.8% | +90.3% | +112.9% |
| YTD | +96.7% | +68.1% | +28.6% | +97.9% |
| 1Y | +134.3% | +73.6% | +60.7% | +132.9% |
| All | +134.3% | +70.1% | +64.3% | +132.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling