+371.7%
TPR vs OVV
+51.8%
+319.9%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.0% | -4.7% | -2.4% |
| 7D | +6.4% | +1.2% | +5.2% | +6.0% |
| 30D | +13.8% | -2.5% | +16.3% | +13.9% |
| 3M | -16.6% | +0.5% | -17.1% | -17.2% |
| 6M | +0.7% | +8.5% | -7.8% | -2.6% |
| YTD | +5.3% | +64.5% | -59.1% | -9.3% |
| 1Y | +32.4% | +64.7% | -32.3% | +13.6% |
| 3Y | +406.4% | +54.1% | +352.2% | +330.7% |
| 5Y | +227.9% | +95.4% | +132.5% | +149.0% |
| 10Y | +371.7% | +54.9% | +316.8% | +160.7% |
| All | +371.7% | +51.8% | +319.9% | +160.7% |
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