+27.7%
V vs OVV
+75.5%
-47.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +1.4% |
| 7D | +0.9% | +8.0% | -7.1% | +1.5% |
| 30D | +9.0% | -2.0% | +11.0% | +8.7% |
| 3M | +16.7% | +5.4% | +11.3% | +17.0% |
| 6M | +33.4% | +14.3% | +19.1% | +35.1% |
| YTD | +22.4% | +69.4% | -47.1% | +33.5% |
| 1Y | +27.7% | +72.4% | -44.7% | +40.2% |
| All | +27.7% | +75.5% | -47.8% | +40.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling