+77.6%
V vs OVV
+35.0%
+42.6%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.9% | -0.3% | -3.0% |
| 7D | +2.9% | -14.9% | +17.8% | +4.3% |
| 30D | +14.0% | -0.9% | +14.9% | +13.8% |
| 3M | +14.9% | +5.6% | +9.3% | +13.9% |
| 6M | +31.7% | -2.5% | +34.2% | +31.5% |
| YTD | +21.2% | +57.8% | -36.6% | +13.6% |
| 1Y | +25.3% | +70.1% | -44.8% | +15.8% |
| All | +77.6% | +35.0% | +42.6% | +65.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling