+449.2%
SPMO vs OVV
+46.5%
+402.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -2.0% | -0.4% |
| 7D | -2.6% | -7.3% | +4.6% | -1.8% |
| 30D | -14.2% | -3.6% | -10.7% | -13.9% |
| 3M | -12.7% | -2.6% | -10.0% | -12.6% |
| 6M | -9.6% | +7.6% | -17.1% | -10.8% |
| YTD | +9.3% | +59.6% | -50.3% | +2.3% |
| 1Y | +8.2% | +62.2% | -54.0% | +1.0% |
| 3Y | +119.4% | +49.6% | +69.8% | +104.2% |
| 5Y | +112.5% | +98.9% | +13.5% | +88.5% |
| 10Y | +449.2% | +45.1% | +404.1% | +337.7% |
| All | +449.2% | +46.5% | +402.7% | +337.7% |
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