+107.5%
SOXX vs OVV
+54.4%
+53.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.3% | +1.8% |
| 7D | +1.4% | -1.7% | +3.0% | +1.2% |
| 30D | -3.6% | +0.8% | -4.4% | -3.5% |
| 3M | -10.2% | +13.3% | -23.4% | -9.3% |
| 6M | +54.2% | +16.9% | +37.3% | +53.8% |
| YTD | +75.2% | +64.3% | +10.9% | +67.9% |
| 1Y | +107.5% | +54.2% | +53.3% | +100.9% |
| All | +107.5% | +54.4% | +53.1% | +100.9% |
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