+484.0%
V vs OVV
+58.9%
+425.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +1.2% |
| 7D | +0.9% | +8.0% | -7.1% | -0.1% |
| 30D | +9.0% | -2.0% | +11.0% | +9.1% |
| 3M | +16.7% | +5.4% | +11.3% | +15.6% |
| 6M | +33.4% | +14.3% | +19.1% | +30.3% |
| YTD | +22.4% | +69.4% | -47.1% | +12.7% |
| 1Y | +27.7% | +72.4% | -44.7% | +17.2% |
| 3Y | +78.0% | +58.4% | +19.6% | +62.3% |
| 5Y | +108.5% | +106.1% | +2.4% | +77.5% |
| All | +484.0% | +58.9% | +425.1% | +304.2% |
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