+202.4%
VLO vs OVV
+45.7%
+156.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.8% | +0.9% |
| 7D | +5.2% | +0.3% | +4.9% | +5.0% |
| 30D | +22.6% | +11.7% | +10.9% | +15.6% |
| 3M | +43.8% | +9.8% | +34.0% | +36.1% |
| 6M | +65.7% | +26.6% | +39.2% | +46.4% |
| YTD | +131.1% | +67.0% | +64.1% | +77.0% |
| 1Y | +143.6% | +55.9% | +87.7% | +91.9% |
| All | +202.4% | +45.7% | +156.7% | +137.6% |
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 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