+599.5%
XYZ vs OVV
+50.1%
+549.4%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.4% | +1.8% |
| 7D | +12.1% | -16.7% | +28.8% | +16.3% |
| 30D | +12.4% | -1.5% | +13.9% | +12.2% |
| 3M | +8.2% | +1.6% | +6.6% | +7.0% |
| 6M | +20.7% | +2.0% | +18.6% | +18.4% |
| YTD | +31.3% | +56.8% | -25.5% | +15.9% |
| 1Y | +20.5% | +64.8% | -44.3% | +4.9% |
| 3Y | +72.6% | +38.3% | +34.3% | +53.4% |
| 5Y | -64.0% | +84.9% | -148.9% | -70.2% |
| All | +599.5% | +50.1% | +549.4% | +406.5% |
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