+243.6%
W vs OVV
+48.9%
+194.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | 0.0% | +4.6% | +4.6% |
| 7D | +3.3% | -10.7% | +14.0% | +5.6% |
| 30D | +10.5% | -5.3% | +15.8% | +11.4% |
| 3M | +9.6% | +2.4% | +7.2% | +8.4% |
| 6M | +76.4% | +5.7% | +70.7% | +71.1% |
| YTD | +16.4% | +56.8% | -40.4% | +1.9% |
| 1Y | +9.3% | +59.3% | -49.9% | -4.8% |
| 3Y | +172.8% | +49.0% | +123.8% | +140.8% |
| 5Y | -53.4% | +88.1% | -141.5% | -61.0% |
| 10Y | +243.6% | +42.5% | +201.1% | +157.7% |
| All | +243.6% | +48.9% | +194.8% | +157.7% |
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 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