+717.1%
VLO vs OVV
+46.5%
+670.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.8% | -3.5% | -2.4% |
| 7D | -9.5% | -7.3% | -2.3% | -7.0% |
| 30D | -19.1% | -3.6% | -15.6% | -18.1% |
| 3M | +11.4% | -2.6% | +14.0% | +12.3% |
| 6M | +46.7% | +7.6% | +39.2% | +42.5% |
| YTD | +118.6% | +59.6% | +59.0% | +84.2% |
| 1Y | +99.9% | +62.2% | +37.7% | +67.2% |
| 3Y | +210.5% | +49.6% | +160.9% | +163.1% |
| 5Y | +432.7% | +98.9% | +333.7% | +299.2% |
| 10Y | +717.1% | +45.1% | +672.0% | +376.3% |
| All | +717.1% | +46.5% | +670.6% | +376.3% |
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