+57.8%
T vs OVV
+107.0%
-49.1%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | 0.0% |
| 7D | +2.5% | +8.0% | -5.5% | +2.0% |
| 30D | -3.8% | -2.0% | -1.7% | -3.7% |
| 3M | -8.7% | +5.4% | -14.2% | -9.2% |
| 6M | -8.1% | +14.3% | -22.4% | -9.1% |
| YTD | -6.4% | +69.4% | -75.9% | -9.8% |
| 1Y | -9.8% | +72.4% | -82.1% | -13.1% |
| 3Y | +65.5% | +58.4% | +7.1% | +58.6% |
| All | +57.8% | +107.0% | -49.1% | +43.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling