+175.2%
SO vs OVV
+50.1%
+125.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.4% | -1.0% |
| 7D | -1.5% | -16.7% | +15.2% | -0.6% |
| 30D | +8.1% | -1.5% | +9.6% | +8.1% |
| 3M | +0.2% | +1.6% | -1.4% | 0.0% |
| 6M | +0.4% | +2.0% | -1.6% | +0.1% |
| YTD | +8.5% | +56.8% | -48.3% | +5.8% |
| 1Y | +4.9% | +64.8% | -59.9% | +2.0% |
| 3Y | +47.9% | +38.3% | +9.6% | +43.9% |
| 5Y | +75.7% | +84.9% | -9.2% | +66.1% |
| All | +175.2% | +50.1% | +125.1% | +114.1% |
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