+869.5%
VLO vs OVV
+61.5%
+808.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.8% | +0.6% |
| 7D | +5.2% | +0.3% | +4.9% | +5.1% |
| 30D | +22.6% | +11.7% | +10.9% | +17.8% |
| 3M | +43.8% | +9.8% | +34.0% | +38.7% |
| 6M | +65.7% | +26.6% | +39.2% | +52.3% |
| YTD | +131.1% | +67.0% | +64.1% | +92.2% |
| 1Y | +143.6% | +55.9% | +87.7% | +106.8% |
| 3Y | +201.4% | +45.5% | +155.9% | +157.7% |
| 5Y | +568.9% | +157.3% | +411.5% | +364.4% |
| All | +869.5% | +61.5% | +808.0% | +439.0% |
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