+638.0%
XYZ vs OVV
+48.9%
+589.1%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | 0.0% | +3.6% | +3.6% |
| 7D | +14.9% | -10.7% | +25.6% | +17.5% |
| 30D | +14.7% | -5.3% | +19.9% | +15.5% |
| 3M | +12.1% | +2.4% | +9.7% | +10.7% |
| 6M | +18.3% | +5.7% | +12.7% | +15.2% |
| YTD | +36.1% | +56.8% | -20.7% | +20.1% |
| 1Y | +35.3% | +59.3% | -24.0% | +18.8% |
| 3Y | +73.5% | +49.0% | +24.5% | +51.8% |
| 5Y | -61.6% | +88.1% | -149.8% | -68.3% |
| 10Y | +638.0% | +42.5% | +595.5% | +443.1% |
| All | +638.0% | +48.9% | +589.1% | +443.1% |
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