+88.9%
SYY vs OVV
+46.5%
+42.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.8% | -2.8% | -1.3% |
| 7D | +4.7% | -7.3% | +12.0% | +6.0% |
| 30D | -0.7% | -3.6% | +2.9% | -0.2% |
| 3M | -6.8% | -2.6% | -4.1% | -6.6% |
| 6M | +8.6% | +7.6% | +1.1% | +6.6% |
| YTD | +8.4% | +59.6% | -51.2% | -0.9% |
| 1Y | +7.1% | +62.2% | -55.1% | -2.5% |
| 3Y | +25.2% | +49.6% | -24.4% | +12.6% |
| 5Y | +13.0% | +98.9% | -86.0% | -8.5% |
| 10Y | +88.9% | +45.1% | +43.8% | +4.3% |
| All | +88.9% | +46.5% | +42.4% | +4.3% |
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