+203.4%
W vs OVV
-22.9%
+226.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.0% | -1.3% | +1.2% |
| 7D | -7.4% | +1.2% | -8.6% | -7.6% |
| 30D | +7.8% | -2.5% | +10.3% | +8.0% |
| 3M | +10.9% | +0.5% | +10.4% | +10.3% |
| 6M | +86.4% | +8.5% | +78.0% | +80.9% |
| YTD | +14.0% | +64.5% | -50.5% | +0.9% |
| 1Y | +3.5% | +64.7% | -61.2% | -8.6% |
| 3Y | +164.8% | +54.1% | +110.6% | +136.7% |
| 5Y | -53.1% | +95.4% | -148.5% | -60.0% |
| 10Y | +220.4% | +54.9% | +165.5% | +124.6% |
| All | +203.4% | -22.9% | +226.3% | +130.9% |
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