+75.0%
SPY vs OVV
+34.1%
+40.9%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +1.0% | +0.4% |
| 7D | -2.7% | -16.7% | +14.0% | -0.4% |
| 30D | -5.4% | -1.5% | -3.9% | -5.4% |
| 3M | -4.1% | +1.6% | -5.7% | -4.7% |
| 6M | +0.7% | +2.0% | -1.3% | -0.2% |
| YTD | +8.7% | +56.8% | -48.1% | -1.9% |
| 1Y | +10.9% | +64.8% | -54.0% | -1.2% |
| 3Y | +75.0% | +38.3% | +36.7% | +56.0% |
| All | +75.0% | +34.1% | +40.9% | +56.0% |
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 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