+3,309.9%
V vs OVV
-53.1%
+3,362.9%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.9% | -0.3% | -2.7% |
| 7D | +2.9% | -14.9% | +17.8% | +5.5% |
| 30D | +14.0% | -0.9% | +14.9% | +14.0% |
| 3M | +14.9% | +5.6% | +9.3% | +13.5% |
| 6M | +31.7% | -2.5% | +34.2% | +31.3% |
| YTD | +21.2% | +57.8% | -36.6% | +10.9% |
| 1Y | +25.3% | +70.1% | -44.8% | +13.0% |
| 3Y | +77.5% | +35.1% | +42.3% | +62.8% |
| 5Y | +102.6% | +86.1% | +16.5% | +68.5% |
| 10Y | +464.3% | +55.5% | +408.8% | +277.7% |
| All | +3,309.9% | -53.1% | +3,362.9% | +2,478.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling