+113.9%
SOXX vs OVV
+61.5%
+52.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.7% | +5.3% | +3.4% |
| 7D | +2.2% | +0.3% | +1.9% | +2.2% |
| 30D | -2.0% | +11.7% | -13.8% | -1.2% |
| 3M | -13.7% | +9.8% | -23.5% | -12.8% |
| 6M | +52.4% | +26.6% | +25.8% | +51.1% |
| YTD | +72.8% | +67.0% | +5.8% | +66.1% |
| 1Y | +113.9% | +55.9% | +58.0% | +106.8% |
| All | +113.9% | +61.5% | +52.4% | +106.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling