+257.7%
SPOT vs OVV
+46.2%
+211.5%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +2.5% | -10.7% | +13.3% | +3.8% |
| 30D | +15.1% | -5.3% | +20.4% | +15.6% |
| 3M | +24.8% | +2.4% | +22.4% | +24.2% |
| 6M | +45.8% | +5.7% | +40.1% | +44.3% |
| YTD | +4.9% | +56.8% | -51.9% | -2.6% |
| 1Y | -1.3% | +59.3% | -60.5% | -8.7% |
| 3Y | +257.7% | +49.0% | +208.7% | +232.8% |
| All | +257.7% | +46.2% | +211.5% | +232.8% |
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