+142.0%
W vs OVV
+34.1%
+107.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.3% |
| 7D | -3.6% | -16.7% | +13.1% | +1.0% |
| 30D | +7.0% | -1.5% | +8.5% | +6.8% |
| 3M | +7.4% | +1.6% | +5.8% | +5.6% |
| 6M | +69.3% | +2.0% | +67.3% | +63.2% |
| YTD | +11.3% | +56.8% | -45.5% | -18.3% |
| 1Y | +13.2% | +64.8% | -51.6% | -20.1% |
| 3Y | +142.0% | +38.3% | +103.8% | +78.1% |
| All | +142.0% | +34.1% | +107.9% | +78.1% |
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 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