+307.3%
SPY vs OVV
+48.9%
+258.5%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.4% | +2.4% |
| 7D | +0.1% | -10.7% | +10.8% | +1.6% |
| 30D | -3.3% | -5.3% | +2.0% | -2.7% |
| 3M | -2.4% | +2.4% | -4.8% | -3.0% |
| 6M | +2.6% | +5.7% | -3.1% | +1.2% |
| YTD | +11.2% | +56.8% | -45.5% | +3.4% |
| 1Y | +13.4% | +59.3% | -45.9% | +5.0% |
| 3Y | +79.9% | +49.0% | +30.9% | +65.6% |
| 5Y | +72.2% | +88.1% | -15.9% | +49.4% |
| 10Y | +307.3% | +42.5% | +264.8% | +197.0% |
| All | +307.3% | +48.9% | +258.5% | +197.0% |
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