+455.5%
V vs OVV
+46.5%
+409.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.8% | -1.4% | +0.1% |
| 7D | +0.8% | -7.3% | +8.1% | +1.8% |
| 30D | +9.9% | -3.6% | +13.5% | +10.3% |
| 3M | +17.5% | -2.6% | +20.1% | +17.6% |
| 6M | +33.5% | +7.6% | +25.9% | +31.4% |
| YTD | +21.6% | +59.6% | -38.0% | +12.9% |
| 1Y | +27.6% | +62.2% | -34.6% | +18.0% |
| 3Y | +76.4% | +49.6% | +26.8% | +62.2% |
| 5Y | +103.8% | +98.9% | +4.9% | +74.4% |
| 10Y | +455.5% | +45.1% | +410.3% | +286.6% |
| All | +455.5% | +46.5% | +409.0% | +286.6% |
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