+196.4%
SO vs OVV
+58.9%
+137.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +1.2% |
| 7D | +1.4% | +8.0% | -6.7% | +1.0% |
| 30D | +4.7% | -2.0% | +6.7% | +4.8% |
| 3M | +1.7% | +5.4% | -3.7% | +1.3% |
| 6M | +2.2% | +14.3% | -12.1% | +1.3% |
| YTD | +10.0% | +69.4% | -59.5% | +6.8% |
| 1Y | +6.0% | +72.4% | -66.3% | +2.9% |
| 3Y | +54.1% | +58.4% | -4.3% | +48.9% |
| 5Y | +79.6% | +106.1% | -26.5% | +68.9% |
| All | +196.4% | +58.9% | +137.6% | +130.5% |
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 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