+438.7%
SN vs OVV
+46.2%
+392.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | 0.0% | +3.0% | +2.9% |
| 7D | +7.6% | -10.7% | +18.4% | +10.2% |
| 30D | +24.1% | -5.3% | +29.4% | +24.9% |
| 3M | +23.7% | +2.4% | +21.3% | +21.7% |
| 6M | +105.5% | +5.7% | +99.9% | +98.4% |
| YTD | +105.1% | +56.8% | +48.3% | +65.7% |
| 1Y | +148.3% | +59.3% | +89.0% | +98.5% |
| 3Y | +438.7% | +49.0% | +389.7% | +307.7% |
| All | +438.7% | +46.2% | +392.4% | +307.7% |
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