+6,295.4%
VLO vs OVV
+162.8%
+6,132.6%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.8% | +0.7% |
| 7D | +5.2% | +0.3% | +4.9% | +5.1% |
| 30D | +22.6% | +11.7% | +10.9% | +17.0% |
| 3M | +43.8% | +9.8% | +34.0% | +37.8% |
| 6M | +65.7% | +26.6% | +39.2% | +50.0% |
| YTD | +131.1% | +67.0% | +64.1% | +85.9% |
| 1Y | +143.6% | +55.9% | +87.7% | +100.7% |
| 3Y | +201.4% | +45.5% | +155.9% | +149.6% |
| 5Y | +568.9% | +157.3% | +411.5% | +318.4% |
| 10Y | +891.8% | +65.0% | +826.8% | +374.0% |
| All | +6,295.4% | +162.8% | +6,132.6% | +1,333.1% |
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