+526.3%
SPMO vs OVV
+55.1%
+471.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.2% |
| 7D | +2.7% | -3.8% | +6.5% | +3.2% |
| 30D | +1.1% | +1.3% | -0.2% | +0.9% |
| 3M | +2.0% | +14.3% | -12.3% | +0.2% |
| 6M | +26.5% | +21.1% | +5.4% | +23.0% |
| YTD | +26.5% | +66.0% | -39.5% | +18.2% |
| 1Y | +27.9% | +59.3% | -31.4% | +19.8% |
| 3Y | +160.4% | +47.6% | +112.8% | +143.0% |
| 5Y | +151.5% | +162.0% | -10.5% | +117.7% |
| 10Y | +526.3% | +56.5% | +469.9% | +389.3% |
| All | +526.3% | +55.1% | +471.2% | +389.3% |
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