+387.7%
V vs OVV
+63.7%
+324.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.8% | -0.7% |
| 7D | -1.7% | +0.3% | -2.0% | -1.8% |
| 30D | +2.0% | +11.7% | -9.8% | +0.4% |
| 3M | +17.4% | +9.8% | +7.6% | +15.6% |
| 6M | +17.5% | +26.6% | -9.1% | +13.2% |
| YTD | +7.6% | +67.0% | -59.4% | -0.4% |
| 1Y | +7.7% | +55.9% | -48.2% | +0.3% |
| 3Y | +54.7% | +45.5% | +9.2% | +42.8% |
| 5Y | +73.0% | +157.3% | -84.3% | +43.2% |
| All | +387.7% | +63.7% | +324.0% | +229.2% |
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