+401.3%
T vs OVV
+162.8%
+238.5%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.2% | -1.7% |
| 7D | -1.3% | +0.3% | -1.5% | -1.3% |
| 30D | +11.4% | +11.7% | -0.4% | +9.8% |
| 3M | +14.3% | +9.8% | +4.5% | +12.8% |
| 6M | -9.3% | +26.6% | -35.8% | -12.2% |
| YTD | +7.1% | +67.0% | -59.9% | -0.1% |
| 1Y | -9.1% | +55.9% | -65.0% | -14.7% |
| 3Y | +105.3% | +45.5% | +59.8% | +90.6% |
| 5Y | +66.8% | +157.3% | -90.5% | +38.1% |
| 10Y | +66.8% | +65.0% | +1.8% | +21.0% |
| All | +401.3% | +162.8% | +238.5% | +145.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling