+107.5%
SYY vs OVV
+54.5%
+53.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.8% | -0.1% |
| 7D | -2.8% | -3.7% | +1.0% | -2.2% |
| 30D | -5.3% | +8.0% | -13.3% | -6.5% |
| 3M | +5.1% | +11.3% | -6.2% | +3.0% |
| 6M | -5.0% | +24.0% | -29.0% | -8.9% |
| YTD | +10.7% | +65.3% | -54.6% | +1.0% |
| 1Y | +0.7% | +60.2% | -59.5% | -8.0% |
| 3Y | +24.0% | +46.9% | -22.9% | +12.1% |
| 5Y | +19.3% | +158.7% | -139.4% | -7.8% |
| All | +107.5% | +54.5% | +53.0% | +12.7% |
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