+75.2%
XLF vs OVV
+47.2%
+27.9%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -1.2% |
| 7D | +0.2% | -3.7% | +3.9% | +0.7% |
| 30D | -0.5% | +8.0% | -8.5% | -1.7% |
| 3M | +10.6% | +11.3% | -0.6% | +8.6% |
| 6M | +14.3% | +24.0% | -9.7% | +9.4% |
| YTD | +5.5% | +65.3% | -59.8% | -4.8% |
| 1Y | +9.6% | +60.2% | -50.6% | -0.9% |
| 3Y | +75.2% | +46.9% | +28.2% | +56.0% |
| All | +75.2% | +47.2% | +27.9% | +56.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling