+59.6%
T vs OVV
+34.1%
+25.5%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.2% | -0.8% |
| 7D | +1.0% | -16.7% | +17.7% | +1.7% |
| 30D | -10.6% | -1.5% | -9.1% | -10.7% |
| 3M | -7.7% | +1.6% | -9.3% | -8.0% |
| 6M | -13.3% | +2.0% | -15.3% | -13.6% |
| YTD | -8.8% | +56.8% | -65.6% | -10.0% |
| 1Y | -8.4% | +64.8% | -73.2% | -9.7% |
| 3Y | +59.6% | +38.3% | +21.4% | +54.6% |
| All | +59.6% | +34.1% | +25.5% | +54.6% |
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