+7.9%
SNOW vs OVV
+160.2%
-152.3%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.7% | -3.7% | -5.0% |
| 7D | +2.8% | +0.3% | +2.5% | +2.7% |
| 30D | +6.4% | +11.7% | -5.3% | +3.6% |
| 3M | +38.1% | +9.8% | +28.3% | +34.5% |
| 6M | +100.4% | +26.6% | +73.8% | +87.9% |
| YTD | +53.7% | +67.0% | -13.3% | +34.0% |
| 1Y | +52.0% | +55.9% | -4.0% | +34.0% |
| 3Y | +114.7% | +45.5% | +69.2% | +86.3% |
| All | +7.9% | +160.2% | -152.3% | -16.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling