+385.8%
SN vs OVV
+35.0%
+350.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.9% | +1.9% | -0.4% |
| 7D | +3.8% | -14.9% | +18.7% | +7.3% |
| 30D | +17.5% | -0.9% | +18.5% | +17.1% |
| 3M | +19.2% | +5.6% | +13.7% | +16.4% |
| 6M | +84.9% | -2.5% | +87.4% | +83.3% |
| YTD | +94.0% | +57.8% | +36.2% | +56.6% |
| 1Y | +151.3% | +70.1% | +81.3% | +95.6% |
| All | +385.8% | +35.0% | +350.8% | +279.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling