+566.1%
XYZ vs OVV
+57.6%
+508.4%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.2% | -6.3% | -4.5% |
| 7D | -2.1% | +6.5% | -8.7% | -3.5% |
| 30D | +7.0% | -2.7% | +9.7% | +7.1% |
| 3M | +5.1% | +3.1% | +1.9% | +3.7% |
| 6M | +14.1% | +12.8% | +1.2% | +9.5% |
| YTD | +26.4% | +68.1% | -41.8% | +9.9% |
| 1Y | +25.1% | +73.6% | -48.6% | +7.7% |
| 3Y | +59.7% | +57.6% | +2.1% | +38.0% |
| 5Y | -63.8% | +104.5% | -168.3% | -70.6% |
| All | +566.1% | +57.6% | +508.4% | +383.0% |
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 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