+691.2%
SNPS vs OVV
+48.9%
+642.4%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.7% | +3.7% |
| 7D | +0.2% | -10.7% | +10.9% | +1.5% |
| 30D | -8.4% | -5.3% | -3.1% | -8.0% |
| 3M | +12.3% | +2.4% | +9.9% | +11.7% |
| 6M | -9.6% | +5.7% | -15.2% | -10.6% |
| YTD | -0.6% | +56.8% | -57.3% | -6.6% |
| 1Y | +18.7% | +59.3% | -40.6% | +11.2% |
| 3Y | -7.6% | +49.0% | -56.5% | -13.8% |
| 5Y | +34.1% | +88.1% | -54.0% | +19.7% |
| 10Y | +691.2% | +42.5% | +648.7% | +490.8% |
| All | +691.2% | +48.9% | +642.4% | +490.8% |
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 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