+134.0%
XLC vs OVV
+25.8%
+108.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.8% | -1.4% | +0.2% |
| 7D | +6.2% | -7.3% | +13.5% | +7.1% |
| 30D | -2.4% | -3.6% | +1.2% | -2.1% |
| 3M | -3.3% | -2.6% | -0.7% | -3.3% |
| 6M | -7.3% | +7.6% | -14.9% | -8.7% |
| YTD | -7.6% | +59.6% | -67.2% | -13.9% |
| 1Y | -3.7% | +62.2% | -65.9% | -10.5% |
| 3Y | +62.9% | +49.6% | +13.3% | +50.6% |
| 5Y | +41.6% | +98.9% | -57.3% | +22.9% |
| All | +134.0% | +25.8% | +108.2% | +86.5% |
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