+584.9%
XYZ vs OVV
+58.9%
+526.0%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.8% | +2.0% | +2.7% |
| 7D | -1.1% | +8.0% | -9.1% | -2.7% |
| 30D | +11.5% | -2.0% | +13.5% | +11.5% |
| 3M | +1.8% | +5.4% | -3.6% | 0.0% |
| 6M | +21.2% | +14.3% | +6.9% | +16.0% |
| YTD | +29.9% | +69.4% | -39.5% | +12.8% |
| 1Y | +35.8% | +72.4% | -36.6% | +17.2% |
| 3Y | +62.6% | +58.4% | +4.2% | +40.4% |
| 5Y | -62.8% | +106.1% | -168.9% | -69.8% |
| All | +584.9% | +58.9% | +526.0% | +395.8% |
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