+53.4%
T vs OVV
+84.0%
-30.6%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.2% | -0.8% |
| 7D | +1.0% | -16.7% | +17.7% | +2.1% |
| 30D | -10.6% | -1.5% | -9.1% | -10.6% |
| 3M | -7.7% | +1.6% | -9.3% | -8.0% |
| 6M | -13.3% | +2.0% | -15.3% | -13.7% |
| YTD | -8.8% | +56.8% | -65.6% | -11.6% |
| 1Y | -8.4% | +64.8% | -73.2% | -11.5% |
| 3Y | +59.6% | +38.3% | +21.4% | +54.5% |
| All | +53.4% | +84.0% | -30.6% | +41.1% |
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