+471.6%
VLO vs OVV
+101.5%
+370.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.2% | +0.9% | +2.0% |
| 7D | +6.8% | +6.5% | +0.2% | +3.4% |
| 30D | -17.9% | -2.7% | -15.2% | -16.8% |
| 3M | +13.5% | +3.1% | +10.4% | +11.5% |
| 6M | +53.0% | +12.8% | +40.2% | +43.2% |
| YTD | +133.7% | +68.1% | +65.6% | +79.5% |
| 1Y | +115.7% | +73.6% | +42.0% | +62.6% |
| 3Y | +231.9% | +57.6% | +174.3% | +154.5% |
| 5Y | +471.6% | +104.5% | +367.0% | +271.2% |
| All | +471.6% | +101.5% | +370.1% | +271.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling