+185.4%
SW vs OVV
+51.1%
+134.3%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.9% | +1.4% | -1.3% |
| 7D | +4.7% | -14.9% | +19.6% | +5.6% |
| 30D | +5.0% | -0.9% | +5.9% | +5.0% |
| 3M | -7.3% | +5.6% | -12.9% | -7.8% |
| 6M | +15.0% | -2.5% | +17.5% | +14.7% |
| YTD | +18.5% | +57.8% | -39.3% | +14.0% |
| 1Y | +27.1% | +70.1% | -42.9% | +21.7% |
| 3Y | +49.3% | +35.1% | +14.2% | +44.0% |
| 5Y | -1.6% | +86.1% | -87.7% | -7.0% |
| All | +185.4% | +51.1% | +134.3% | +177.4% |
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