+32.1%
SNOW vs OVV
+675.4%
-643.3%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.3% |
| 7D | +4.9% | -3.7% | +8.6% | +5.7% |
| 30D | +1.5% | +8.0% | -6.5% | -0.2% |
| 3M | +39.5% | +11.3% | +28.3% | +35.9% |
| 6M | +85.9% | +24.0% | +61.9% | +76.3% |
| YTD | +52.9% | +65.3% | -12.4% | +35.8% |
| 1Y | +48.1% | +60.2% | -12.1% | +31.8% |
| 3Y | +102.2% | +46.9% | +55.2% | +78.4% |
| 5Y | +5.5% | +158.7% | -153.3% | -16.9% |
| All | +32.1% | +675.4% | -643.3% | -10.2% |
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