+20.8%
XBI vs OVV
+162.0%
-141.2%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.4% | -2.0% | -1.6% |
| 7D | -3.6% | -3.8% | +0.2% | -3.0% |
| 30D | +0.9% | +1.3% | -0.4% | +0.6% |
| 3M | +21.4% | +14.3% | +7.1% | +18.5% |
| 6M | +25.5% | +21.1% | +4.4% | +20.6% |
| YTD | +30.8% | +66.0% | -35.2% | +18.6% |
| 1Y | +68.6% | +59.3% | +9.3% | +53.4% |
| 3Y | +103.9% | +47.6% | +56.4% | +83.5% |
| 5Y | +20.8% | +162.0% | -141.2% | -5.4% |
| All | +20.8% | +162.0% | -141.2% | -5.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling