-79.6%
SNAP vs OVV
+35.8%
-115.3%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.8% | -2.8% | -1.3% |
| 7D | -10.6% | -7.3% | -3.3% | -9.3% |
| 30D | -19.7% | -3.6% | -16.2% | -19.4% |
| 3M | -6.5% | -2.6% | -3.9% | -6.5% |
| 6M | -17.8% | +7.6% | -25.3% | -19.7% |
| YTD | -38.0% | +59.6% | -97.7% | -44.6% |
| 1Y | -42.5% | +62.2% | -104.7% | -48.8% |
| 3Y | -55.8% | +49.6% | -105.4% | -60.5% |
| 5Y | -90.5% | +98.9% | -189.5% | -92.1% |
| All | -79.6% | +35.8% | -115.3% | -87.3% |
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