+124.1%
XBI vs OVV
+58.9%
+65.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.5% |
| 7D | -1.1% | +8.0% | -9.1% | -2.2% |
| 30D | +2.6% | -2.0% | +4.6% | +2.7% |
| 3M | -4.0% | +5.4% | -9.4% | -5.1% |
| 6M | +10.9% | +14.3% | -3.3% | +7.9% |
| YTD | +23.6% | +69.4% | -45.8% | +12.4% |
| 1Y | +35.1% | +72.4% | -37.3% | +22.5% |
| 3Y | +125.2% | +58.4% | +66.8% | +103.0% |
| 5Y | +19.7% | +106.1% | -86.4% | +0.4% |
| All | +124.1% | +58.9% | +65.2% | +69.4% |
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