+955.3%
XBI vs OVV
-17.1%
+972.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | 0.0% |
| 7D | +0.9% | +0.3% | +0.6% | +0.8% |
| 30D | +7.1% | +11.7% | -4.7% | +4.8% |
| 3M | +22.9% | +9.8% | +13.1% | +20.4% |
| 6M | +29.7% | +26.6% | +3.1% | +23.0% |
| YTD | +34.5% | +67.0% | -32.5% | +20.8% |
| 1Y | +76.1% | +55.9% | +20.1% | +59.6% |
| 3Y | +103.2% | +45.5% | +57.7% | +82.5% |
| 5Y | +22.8% | +157.3% | -134.5% | -5.4% |
| 10Y | +176.3% | +65.0% | +111.3% | +82.6% |
| All | +955.3% | -17.1% | +972.5% | +609.8% |
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