+24.3%
W vs OVV
+75.2%
-50.9%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -5.6% | +16.6% | +7.8% |
| 7D | +8.4% | -12.1% | +20.5% | +1.4% |
| 30D | +16.5% | +2.9% | +13.6% | +19.5% |
| 3M | +6.4% | +3.7% | +2.8% | +10.6% |
| 6M | +90.5% | +0.6% | +89.9% | +104.1% |
| YTD | +23.1% | +62.5% | -39.4% | +31.1% |
| 1Y | +24.3% | +72.0% | -47.7% | +29.7% |
| All | +24.3% | +75.2% | -50.9% | +29.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling