+91.3%
SNOW vs OVV
+34.1%
+57.2%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.6% | +3.0% | +2.5% |
| 7D | -9.9% | -16.7% | +6.8% | -7.1% |
| 30D | -17.1% | -1.5% | -15.6% | -17.0% |
| 3M | -13.2% | +1.6% | -14.8% | -13.8% |
| 6M | +97.4% | +2.0% | +95.4% | +95.2% |
| YTD | +25.8% | +56.8% | -31.0% | +12.5% |
| 1Y | +4.2% | +64.8% | -60.6% | -8.4% |
| 3Y | +91.3% | +38.3% | +53.0% | +66.5% |
| All | +91.3% | +34.1% | +57.2% | +66.5% |
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