-2.7%
SPOT vs OVV
+61.3%
-64.0%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.8% | -2.3% | -0.4% |
| 7D | +1.0% | -7.3% | +8.3% | +0.7% |
| 30D | +14.6% | -3.6% | +18.1% | +14.4% |
| 3M | +18.4% | -2.6% | +21.1% | +18.2% |
| 6M | +45.1% | +7.6% | +37.5% | +46.3% |
| YTD | +4.4% | +59.6% | -55.2% | +10.4% |
| 1Y | -2.7% | +62.2% | -64.9% | +4.2% |
| All | -2.7% | +61.3% | -64.0% | +4.2% |
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