+220.8%
SOXX vs OVV
+51.8%
+169.0%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.2% | -2.6% |
| 7D | +3.0% | -2.9% | +5.9% | +3.8% |
| 30D | -3.1% | +0.9% | -4.0% | -3.4% |
| 3M | -4.4% | +11.0% | -15.4% | -7.6% |
| 6M | +52.9% | +22.3% | +30.6% | +41.6% |
| YTD | +72.0% | +65.1% | +6.9% | +42.8% |
| 1Y | +105.1% | +53.1% | +52.0% | +74.1% |
| All | +220.8% | +51.8% | +169.0% | +160.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling